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

Kovitz Investment Group Partners’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	$217K	Sell	3,849 -120	-3%	-$6.78K	﹤0.01%	464
2026 Q1	$225K	Buy	+3,969	New	+$231K	0.01%	469
2025 Q4	–	Sell	-83,103	Closed	-$4.75M	–	909
2025 Q3	$4.75M	Sell	83,103 -557	-0.7%	-$31.6K	0.02%	477
2025 Q2	$4.76M	Sell	83,660 -53,267	-39%	-$2.95M	0.02%	458
2025 Q1	$7.82M	Buy	136,927 +2,267	+2%	+$132K	0.04%	315
2024 Q4	$7.75M	Buy	134,660 +246	+0.2%	+$14.6K	0.04%	320
2024 Q3	$7.95M	Buy	134,414 +128,996	+2,381%	+$7.42M	0.06%	265
2024 Q2	$307K	Sell	5,418 -1,268	-19%	-$71.7K	﹤0.01%	727
2024 Q1	$387K	Buy	+6,686	New	+$377K	﹤0.01%	548

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

Kovitz Investment Group Partners's JEPI Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 3% in Q2 2026, selling an estimated $6.78K and leaving 3,849 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Kovitz Investment Group Partners first reported a position in JEPI in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.95M in Q3 2024. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Kovitz Investment Group Partners held 3,849 shares of JPMorgan Equity Premium Income ETF worth $217K as of Q2 2026.
Kovitz Investment Group Partners sold 120 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $6.78K.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #464 holding.
Kovitz Investment Group Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's JPMorgan Equity Premium Income ETF position peaked at $7.95M in Q3 2024.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.