Little House Capital’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Little House Capital’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	–	Sell	-3,667	Closed	-$208K	–	116
2026 Q1	$208K	Sell	3,667 -57,451	-94%	-$3.34M	0.05%	111
2025 Q4	$3.5M	Sell	61,118 -5,858	-9%	-$334K	0.88%	32
2025 Q3	$3.82M	Buy	66,976 +1,137	+2%	+$64.6K	0.88%	35
2025 Q2	$3.74M	Buy	65,839 +2,921	+5%	+$162K	0.94%	32
2025 Q1	$3.6M	Buy	+62,918	New	+$3.67M	0.99%	31

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Little House Capital's JEPI Position: Q2 2026 in Review

Little House Capital sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 3,667 shares — an estimated $208K sold.

Little House Capital first reported a position in JEPI in Q1 2025 and held it in 5 quarters. The position peaked at $3.82M in Q3 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Little House Capital reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Little House Capital sold 3,667 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $208K.
Little House Capital first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and held it in 5 quarters.
Little House Capital's JPMorgan Equity Premium Income ETF position peaked at $3.82M in Q3 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Little House Capital's 13F filing for Q2 2026, filed 7 Aug 2026.