Jim Simons’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Jim Simons’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	–	Sell	-9,835	Closed	-$557K	–	3423
2026 Q1	$557K	Sell	9,835 -60,765	-86%	-$3.54M	﹤0.01%	2559
2025 Q4	$4.04M	Buy	70,600 +43,200	+158%	+$2.47M	0.01%	1424
2025 Q3	$1.56M	Buy	+27,400	New	+$1.56M	﹤0.01%	2229
2025 Q1	–	Sell	-68,500	Closed	-$3.94M	–	3664
2024 Q4	$3.94M	Sell	68,500 -39,300	-36%	-$2.33M	0.01%	1600
2024 Q3	$6.42M	Buy	+107,800	New	+$6.2M	0.01%	1289
2024 Q2	–	Sell	-138,538	Closed	-$8.02M	–	3747
2024 Q1	$8.02M	Sell	138,538 -145,262	-51%	-$8.18M	0.01%	1117
2023 Q4	$15.6M	Buy	+283,800	New	+$15.3M	0.02%	727
2023 Q3	–	Sell	-292,500	Closed	-$16.2M	–	3894
2023 Q2	$16.2M	Buy	+292,500	New	+$16M	0.02%	773

Other funds holding JEPI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Jim Simons's JEPI Position: Q2 2026 in Review

Jim Simons sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 9,835 shares — an estimated $557K sold.

Jim Simons first reported a position in JEPI in Q2 2023 and held it in 8 quarters. The position peaked at $16.2M in Q2 2023. 1,252 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Jim Simons reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Jim Simons sold 9,835 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $557K.
Jim Simons first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and held it in 8 quarters.
Jim Simons's JPMorgan Equity Premium Income ETF position peaked at $16.2M in Q2 2023.
1,252 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.