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 Q3	$7.53K	Hold	134	–	–	﹤0.01%	564
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

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

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 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

Investors Research Corp's JEPI Position: Q3 2026 in Review

Investors Research Corp held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q3 2026 at 134 shares worth $7.53K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Investors Research Corp first reported a position in JEPI in Q1 2023 and has held it in 7 quarters since. The position peaked at $63.1K in Q1 2024. 67 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Investors Research Corp held 134 shares of JPMorgan Equity Premium Income ETF worth $7.53K as of Q3 2026.
Investors Research Corp left its JPMorgan Equity Premium Income ETF share count unchanged in Q3 2026.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #564 holding.
Investors Research Corp first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 7 quarters since.
Investors Research Corp's JPMorgan Equity Premium Income ETF position peaked at $63.1K in Q1 2024.
67 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.