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

Latitude 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 		$563K Sell
9,976
-850
-8% -$48K 0.22% 109
2026
Q1 		$614K Sell
10,826
-668
-6% -$38.9K 0.28% 92
2025
Q4 		$658K Sell
11,494
-697
-6% -$39.8K 0.29% 84
2025
Q3 		$696K Sell
12,191
-2,120
-15% -$120K 0.32% 76
2025
Q2 		$814K Buy
14,311
+2,151
+18% +$119K 0.41% 56
2025
Q1 		$695K Buy
12,160
+1,650
+16% +$96.1K 0.4% 56
2024
Q4 		$605K Buy
10,510
+1,821
+21% +$108K 0.34% 70
2024
Q3 		$517K Buy
8,689
+1,393
+19% +$80.1K 0.29% 84
2024
Q2 		$414K Buy
7,296
+26
+0.4% +$1.47K 0.25% 89
2024
Q1 		$421K Sell
7,270
-16,577
-70% -$934K 0.26% 90
2023
Q4 		$1.31M Sell
23,847
-28,255
-54% -$1.52M 0.92% 23
2023
Q3 		$2.79M Buy
52,102
+882
+2% +$48.6K 2% 9
2023
Q2 		$2.83M Sell
51,220
-30,677
-37% -$1.68M 1.97% 8
2023
Q1 		$4.47M Buy
81,897
+29,088
+55% +$1.58M 3.23% 6
2022
Q4 		$2.88M Buy
+52,809
New +$2.87M 2.16% 7

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 $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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Latitude Advisors's JEPI Position: Q2 2026 in Review

Latitude Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.9% in Q2 2026, selling an estimated $48K and leaving 9,976 shares worth $563K. The position accounts for 0.22% of the portfolio, ranked #109.

Latitude Advisors first reported a position in JEPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.47M in Q1 2023. 698 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Latitude Advisors held 9,976 shares of JPMorgan Equity Premium Income ETF worth $563K as of Q2 2026.
  • Latitude Advisors sold 850 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $48K.
  • JPMorgan Equity Premium Income ETF made up 0.22% of Latitude Advisors's portfolio in Q2 2026, its #109 holding.
  • Latitude Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Latitude Advisors's JPMorgan Equity Premium Income ETF position peaked at $4.47M in Q1 2023.
  • 698 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.