Marino Stram & Associates’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Marino Stram & Associates’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	$3.96M	Buy	70,104 +361	+0.5%	+$20.4K	0.63%	23
2026 Q1	$3.95M	Buy	69,743 +2,390	+4%	+$139K	0.71%	22
2025 Q4	$3.86M	Buy	67,353 +852	+1%	+$48.6K	0.7%	23
2025 Q3	$3.8M	Buy	66,501 +3,585	+6%	+$204K	0.68%	25
2025 Q2	$3.58M	Buy	62,916 +17,103	+37%	+$947K	0.72%	22
2025 Q1	$2.62M	Buy	45,813 +3,315	+8%	+$193K	0.58%	32
2024 Q4	$2.44M	Buy	42,498 +2,108	+5%	+$125K	0.54%	33
2024 Q3	$2.4M	Buy	40,390 +2,277	+6%	+$131K	0.54%	35
2024 Q2	$2.16M	Buy	38,113 +25,443	+201%	+$1.44M	0.53%	37
2024 Q1	$733K	Buy	+12,670	New	+$714K	0.17%	90
2021 Q3	–	Sell	-5,100	Closed	-$309K	–	221
2021 Q2	$309K	Buy	+5,100	New	+$303K	0.08%	202

Other funds holding JEPI

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

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

Marino Stram & Associates's JEPI Position: Q2 2026 in Review

Marino Stram & Associates increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.52% in Q2 2026, buying an estimated $20.4K and bringing the position to 70,104 shares worth $3.96M. The position accounts for 0.63% of the portfolio, ranked #23.

Marino Stram & Associates first reported a position in JEPI in Q2 2021 and has held it in 11 quarters since. 734 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Marino Stram & Associates held 70,104 shares of JPMorgan Equity Premium Income ETF worth $3.96M as of Q2 2026.
Marino Stram & Associates bought 361 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $20.4K.
JPMorgan Equity Premium Income ETF made up 0.63% of Marino Stram & Associates's portfolio in Q2 2026, its #23 holding.
Marino Stram & Associates first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and has held it in 11 quarters since.
734 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.