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Kuhn & Co Investment Counsel’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Kuhn & Co Investment Counsel’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 		$305K Hold
5,400
– – 0.18% 116
2026
Q1 		$306K Hold
5,400
– – 0.2% 109
2025
Q4 		$309K Hold
5,400
– – 0.21% 109
2025
Q3 		$308K Hold
5,400
– – 0.24% 102
2025
Q2 		$307K Hold
5,400
– – 0.23% 109
2025
Q1 		$309K Hold
5,400
– – 0.26% 109
2024
Q4 		$311K Hold
5,400
– – 0.26% 106
2024
Q3 		$321K Buy
+5,400
New +$311K 0.27% 103

Other funds holding JEPI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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 $44.6B AUM 28.94% 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

Kuhn & Co Investment Counsel's JEPI Position: Q2 2026 in Review

Kuhn & Co Investment Counsel held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 5,400 shares worth $305K. The position accounts for 0.18% of the portfolio, ranked #116.

Kuhn & Co Investment Counsel first reported a position in JEPI in Q3 2024 and has held it in 8 quarters since. The position peaked at $321K in Q3 2024. 820 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Kuhn & Co Investment Counsel held 5,400 shares of JPMorgan Equity Premium Income ETF worth $305K as of Q2 2026.
  • Kuhn & Co Investment Counsel left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.18% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #116 holding.
  • Kuhn & Co Investment Counsel first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
  • Kuhn & Co Investment Counsel's JPMorgan Equity Premium Income ETF position peaked at $321K in Q3 2024.
  • 820 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.