Kennedy Investment Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Kennedy Investment Group’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	$4.74M	Buy	83,881 +1,517	+2%	+$85.7K	1.61%	13
2026 Q1	$4.67M	Buy	82,364 +393	+0.5%	+$22.9K	1.83%	11
2025 Q4	$4.69M	Sell	81,971 -30,993	-27%	-$1.77M	1.77%	11
2025 Q3	$6.45M	Buy	112,964 +4,230	+4%	+$240K	2.56%	8
2025 Q2	$6.18M	Buy	108,734 +2,096	+2%	+$116K	2.63%	7
2025 Q1	$6.09M	Buy	106,638 +5,403	+5%	+$315K	2.83%	7
2024 Q4	$5.82M	Buy	101,235 +3,550	+4%	+$211K	2.64%	8
2024 Q3	$5.81M	Buy	97,685 +7,759	+9%	+$446K	2.67%	8
2024 Q2	$5.1M	Buy	89,926 +13,505	+18%	+$764K	2.58%	9
2024 Q1	$4.42M	Buy	76,421 +6,605	+9%	+$372K	2.36%	9
2023 Q4	$3.84M	Buy	69,816 +5,798	+9%	+$313K	2.14%	10
2023 Q3	$3.43M	Buy	64,018 +6,749	+12%	+$372K	2.06%	12
2023 Q2	$3.17M	Buy	57,269 +6,702	+13%	+$366K	1.85%	13
2023 Q1	$2.76M	Buy	50,567 +15,375	+44%	+$834K	1.69%	18
2022 Q4	$1.92M	Buy	+35,192	New	+$1.91M	1.22%	26

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 22.96% 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

Kennedy Investment Group's JEPI Position: Q2 2026 in Review

Kennedy Investment Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.8% in Q2 2026, buying an estimated $85.7K and bringing the position to 83,881 shares worth $4.74M. The position accounts for 1.61% of the portfolio, ranked #13.

Kennedy Investment Group first reported a position in JEPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.45M in Q3 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Kennedy Investment Group held 83,881 shares of JPMorgan Equity Premium Income ETF worth $4.74M as of Q2 2026.
Kennedy Investment Group bought 1,517 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $85.7K.
JPMorgan Equity Premium Income ETF made up 1.61% of Kennedy Investment Group's portfolio in Q2 2026, its #13 holding.
Kennedy Investment Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
Kennedy Investment Group's JPMorgan Equity Premium Income ETF position peaked at $6.45M in Q3 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.