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Leavell Investment Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Leavell Investment Management’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 		$200K Buy
+3,549
New +$200K 0.01% 626

Other funds holding JEPI

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Leavell Investment Management's JEPI Position: Q2 2026 in Review

Leavell Investment Management opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 3,549 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #626 among its holdings.

499 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Leavell Investment Management held 3,549 shares of JPMorgan Equity Premium Income ETF worth $200K as of Q2 2026.
  • JPMorgan Equity Premium Income ETF was a new Leavell Investment Management position in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #626 holding.
  • 499 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.