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Kraematon Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Kraematon Investment Advisors’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 		$814K Sell
14,417
-428
-3% -$24.2K 0.61% 52
2026
Q1 		$841K Sell
14,845
-1,395
-9% -$81.2K 0.68% 41
2025
Q4 		$930K Sell
16,240
-16,145
-50% -$922K 0.74% 38
2025
Q3 		$1.85M Buy
32,385
+133
+0.4% +$7.55K 1.58% 25
2025
Q2 		$1.83M Sell
32,252
-659
-2% -$36.5K 1.73% 19
2025
Q1 		$1.88M Sell
32,911
-1,965
-6% -$114K 1.91% 17
2024
Q4 		$2.01M Sell
34,876
-614
-2% -$36.5K 1.98% 18
2024
Q3 		$2.11M Buy
35,490
+86
+0.2% +$4.95K 2.07% 17
2024
Q2 		$2.01M Buy
35,404
+101
+0.3% +$5.71K 2.04% 17
2024
Q1 		$2.04M Buy
35,303
+1,050
+3% +$59.2K 2.06% 16
2023
Q4 		$1.88M Sell
34,253
-1,847
-5% -$99.6K 2.07% 15
2023
Q3 		$1.93M Sell
36,100
-2,156
-6% -$119K 2.38% 14
2023
Q2 		$2.12M Buy
38,256
+1,768
+5% +$96.6K 2.33% 13
2023
Q1 		$1.99M Buy
36,488
+6,747
+23% +$366K 2.3% 13
2022
Q4 		$1.62M Buy
29,741
+2,228
+8% +$121K 1.76% 16
2022
Q3 		$1.41M Buy
27,513
+2,067
+8% +$115K 1.82% 18
2022
Q2 		$1.41M Buy
25,446
+3,218
+14% +$186K 1.64% 22
2022
Q1 		$1.36M Buy
22,228
+7,619
+52% +$461K 1.3% 27
2021
Q4 		$923K Buy
+14,609
New +$900K 0.83% 38

Other funds holding JEPI

Commonwealth Equity Services
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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Kraematon Investment Advisors's JEPI Position: Q2 2026 in Review

Kraematon Investment Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.9% in Q2 2026, selling an estimated $24.2K and leaving 14,417 shares worth $814K. The position accounts for 0.61% of the portfolio, ranked #52.

Kraematon Investment Advisors first reported a position in JEPI in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.12M in Q2 2023. 658 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Kraematon Investment Advisors held 14,417 shares of JPMorgan Equity Premium Income ETF worth $814K as of Q2 2026.
  • Kraematon Investment Advisors sold 428 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $24.2K.
  • JPMorgan Equity Premium Income ETF made up 0.61% of Kraematon Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Kraematon Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Kraematon Investment Advisors's JPMorgan Equity Premium Income ETF position peaked at $2.12M in Q2 2023.
  • 658 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Kraematon Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.