Investors Portfolio Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Investors Portfolio Services’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	$24.8K	Buy	438 +1	+0.2%	+$56	0.02%	109
2026 Q1	$24.8K	Sell	437 -68	-13%	-$3.96K	0.02%	102
2025 Q4	$29.1K	Buy	+505	New	+$28.8K	0.03%	94

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Investors Portfolio Services's JEPI Position: Q2 2026 in Review

Investors Portfolio Services increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.23% in Q2 2026, buying an estimated $56 and bringing the position to 438 shares worth $24.8K. The position accounts for 0.02% of the portfolio, ranked #109.

Investors Portfolio Services first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.1K in Q4 2025. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Investors Portfolio Services held 438 shares of JPMorgan Equity Premium Income ETF worth $24.8K as of Q2 2026.
Investors Portfolio Services bought 1 JPMorgan Equity Premium Income ETF share in Q2 2026, an estimated $56.
JPMorgan Equity Premium Income ETF made up 0.02% of Investors Portfolio Services's portfolio in Q2 2026, its #109 holding.
Investors Portfolio Services first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
Investors Portfolio Services's JPMorgan Equity Premium Income ETF position peaked at $29.1K in Q4 2025.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.