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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Investment Partners Asset Management's JEPI Position: Q2 2026 in Review

Investment Partners Asset Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.4% in Q2 2026, buying an estimated $329K and bringing the position to 114,098 shares worth $6.44M. The position accounts for 3.58% of the portfolio, ranked #2.

Investment Partners Asset Management first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. 693 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Investment Partners Asset Management held 114,098 shares of JPMorgan Equity Premium Income ETF worth $6.44M as of Q2 2026.
Investment Partners Asset Management bought 5,832 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $329K.
JPMorgan Equity Premium Income ETF made up 3.58% of Investment Partners Asset Management's portfolio in Q2 2026, its #2 holding.
Investment Partners Asset Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
693 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.