LSA
JEPI icon

L & S Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

L & S 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 		$2.13M Buy
37,646
+208
+0.6% +$11.7K 0.22% 121
2026
Q1 		$2.12M Buy
37,438
+20,759
+124% +$1.21M 0.27% 104
2025
Q4 		$955K Buy
16,679
+1,447
+9% +$82.6K 0.09% 198
2025
Q3 		$870K Buy
15,232
+487
+3% +$27.7K 0.08% 180
2025
Q2 		$838K Buy
14,745
+361
+3% +$20K 0.08% 186
2025
Q1 		$822K Sell
14,384
-441
-3% -$25.7K 0.1% 185
2024
Q4 		$853K Buy
14,825
+1,568
+12% +$93.1K 0.09% 183
2024
Q3 		$789K Buy
13,257
+352
+3% +$20.2K 0.08% 204
2024
Q2 		$731K Sell
12,905
-82,496
-86% -$4.67M 0.08% 196
2024
Q1 		$5.52M Buy
95,401
+26,777
+39% +$1.51M 0.62% 61
2023
Q4 		$3.77M Buy
68,624
+59,091
+620% +$3.19M 0.46% 65
2023
Q3 		$511K Buy
9,533
+833
+10% +$45.9K 0.07% 203
2023
Q2 		$481K Buy
+8,700
New +$475K 0.06% 216

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

L & S Advisors's JEPI Position: Q2 2026 in Review

L & S Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.56% in Q2 2026, buying an estimated $11.7K and bringing the position to 37,646 shares worth $2.13M. The position accounts for 0.22% of the portfolio, ranked #121.

L & S Advisors first reported a position in JEPI in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.52M in Q1 2024. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • L & S Advisors held 37,646 shares of JPMorgan Equity Premium Income ETF worth $2.13M as of Q2 2026.
  • L & S Advisors bought 208 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $11.7K.
  • JPMorgan Equity Premium Income ETF made up 0.22% of L & S Advisors's portfolio in Q2 2026, its #121 holding.
  • L & S Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
  • L & S Advisors's JPMorgan Equity Premium Income ETF position peaked at $5.52M in Q1 2024.
  • 1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.