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Leelyn Smith’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Leelyn Smith’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 		$6.73M Sell
119,192
-981
-0.8% -$55.4K 0.82% 28
2026
Q1 		$6.81M Buy
120,173
+98,133
+445% +$5.71M 0.96% 26
2025
Q4 		$1.26M Buy
22,040
+384
+2% +$21.9K 0.18% 96
2025
Q3 		$1.24M Sell
21,656
-3,802
-15% -$216K 0.19% 95
2025
Q2 		$1.45M Buy
25,458
+767
+3% +$42.5K 0.24% 88
2025
Q1 		$1.41M Buy
24,691
+839
+4% +$48.9K 0.25% 87
2024
Q4 		$1.37M Buy
23,852
+5,255
+28% +$312K 0.24% 86
2024
Q3 		$1.11M Buy
18,597
+79
+0.4% +$4.54K 0.2% 91
2024
Q2 		$1.05M Buy
18,518
+878
+5% +$49.7K 0.2% 89
2024
Q1 		$1.02M Buy
17,640
+869
+5% +$49K 0.2% 92
2023
Q4 		$922K Buy
16,771
+4,916
+41% +$265K 0.2% 91
2023
Q3 		$635K Hold
11,855
– – 0.15% 94
2023
Q2 		$656K Buy
11,855
+1,288
+12% +$70.3K 0.16% 92
2023
Q1 		$577K Buy
10,567
+3,294
+45% +$179K 0.15% 91
2022
Q4 		$396K Buy
7,273
+1,649
+29% +$89.6K 0.11% 98
2022
Q3 		$288K Buy
5,624
+1,855
+49% +$103K 0.1% 96
2022
Q2 		$209K Hold
3,769
– – 0.05% 121
2022
Q1 		$231K Buy
+3,769
New +$228K 0.06% 110

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 22.96% 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

Leelyn Smith's JEPI Position: Q2 2026 in Review

Leelyn Smith reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.82% in Q2 2026, selling an estimated $55.4K and leaving 119,192 shares worth $6.73M. The position accounts for 0.82% of the portfolio, ranked #28.

Leelyn Smith first reported a position in JEPI in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.81M in Q1 2026. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Leelyn Smith held 119,192 shares of JPMorgan Equity Premium Income ETF worth $6.73M as of Q2 2026.
  • Leelyn Smith sold 981 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $55.4K.
  • JPMorgan Equity Premium Income ETF made up 0.82% of Leelyn Smith's portfolio in Q2 2026, its #28 holding.
  • Leelyn Smith first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and has held it in 18 quarters since.
  • Leelyn Smith's JPMorgan Equity Premium Income ETF position peaked at $6.81M in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.