Investors Research Corp’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Investors Research Corp’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	$7.57K	Hold	134	–	–	﹤0.01%	563
2026 Q1	$7.59K	Hold	134	–	–	﹤0.01%	563
2025 Q4	$7.67K	Buy	+134	New	+$7.65K	﹤0.01%	643
2024 Q2	–	Sell	-1,091	Closed	-$63.1K	–	1076
2024 Q1	$63.1K	Buy	+1,091	New	+$61.5K	0.01%	468
2023 Q3	–	Sell	-4	Closed	-$221	–	1092
2023 Q2	$221	Hold	4	–	–	﹤0.01%	1050
2023 Q1	$218	Buy	+4	New	+$217	﹤0.01%	1090

Other funds holding JEPI

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Tenzing Financial Williamsburg, Virginia $146M AUM

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return