Main Line Retirement Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Main Line Retirement 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	$1.59M	Buy	28,215 +4,398	+18%	+$248K	0.73%	15
2026 Q1	$1.35M	Buy	23,817 +3,887	+20%	+$226K	0.67%	17
2025 Q4	$1.14M	Buy	19,930 +3,350	+20%	+$191K	0.58%	19
2025 Q3	$947K	Buy	16,580 +304	+2%	+$17.3K	0.49%	21
2025 Q2	$925K	Sell	16,276 -6,343	-28%	-$351K	0.53%	19
2025 Q1	$1.29M	Sell	22,619 -1,690	-7%	-$98.5K	0.84%	18
2024 Q4	$1.4M	Buy	24,309 +2,388	+11%	+$142K	0.92%	17
2024 Q3	$1.3M	Sell	21,921 -638	-3%	-$36.7K	0.89%	15
2024 Q2	$1.28M	Buy	22,559 +136	+0.6%	+$7.69K	0.98%	15
2024 Q1	$1.3M	Sell	22,423 -1,064	-5%	-$59.9K	1.02%	15
2023 Q4	$1.29M	Buy	+23,487	New	+$1.27M	1.12%	15
2023 Q2	$5.72M	Buy	+103,296	New	+$5.64M	5.38%	8

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

Main Line Retirement Advisors's JEPI Position: Q2 2026 in Review

Main Line Retirement Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 18% in Q2 2026, buying an estimated $248K and bringing the position to 28,215 shares worth $1.59M. The position accounts for 0.73% of the portfolio, ranked #15.

Main Line Retirement Advisors first reported a position in JEPI in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.72M in Q2 2023. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Main Line Retirement Advisors held 28,215 shares of JPMorgan Equity Premium Income ETF worth $1.59M as of Q2 2026.
Main Line Retirement Advisors bought 4,398 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $248K.
JPMorgan Equity Premium Income ETF made up 0.73% of Main Line Retirement Advisors's portfolio in Q2 2026, its #15 holding.
Main Line Retirement Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 12 quarters since.
Main Line Retirement Advisors's JPMorgan Equity Premium Income ETF position peaked at $5.72M in Q2 2023.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Main Line Retirement Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.