Investment Partners Asset Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Investment Partners Asset Management’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.61M	Buy	117,538 +3,440	+3%	+$196K	3.56%	3
2026 Q2	$6.44M	Buy	114,098 +5,832	+5%	+$329K	3.58%	2
2026 Q1	$6.14M	Buy	108,266 +3,276	+3%	+$191K	3.79%	2
2025 Q4	$6.01M	Buy	104,990 +17,332	+20%	+$990K	3.74%	3
2025 Q3	$5.01M	Buy	87,658 +802	+0.9%	+$45.5K	3.3%	3
2025 Q2	$4.94M	Buy	86,856 +666	+0.8%	+$36.9K	3.44%	3
2025 Q1	$4.92M	Buy	86,190 +1,042	+1%	+$60.7K	3.87%	2
2024 Q4	$4.9M	Buy	85,148 +1,325	+2%	+$78.7K	3.84%	3
2024 Q3	$4.99M	Buy	83,823 +3,364	+4%	+$194K	4.09%	3
2024 Q2	$4.56M	Buy	80,459 +2,041	+3%	+$115K	4.06%	3
2024 Q1	$4.54M	Buy	78,418 +4,546	+6%	+$256K	4.1%	3
2023 Q4	$4.06M	Buy	+73,872	New	+$3.98M	4.04%	3

Other funds holding JEPI

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

IFS

Integrated Financial Solutions Reston, Virginia $195M AUM 46.13% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

Investment Partners Asset Management's JEPI Position: Q3 2026 in Review

Investment Partners Asset Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3% in Q3 2026, buying an estimated $196K and bringing the position to 117,538 shares worth $6.61M. The position accounts for 3.56% of the portfolio, ranked #3.

Investment Partners Asset Management first reported a position in JEPI in Q4 2023 and has held it in 12 quarters since. 60 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Investment Partners Asset Management held 117,538 shares of JPMorgan Equity Premium Income ETF worth $6.61M as of Q3 2026.
Investment Partners Asset Management bought 3,440 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $196K.
JPMorgan Equity Premium Income ETF made up 3.56% of Investment Partners Asset Management's portfolio in Q3 2026, its #3 holding.
Investment Partners Asset Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 12 quarters since.
60 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.