Meeder Advisory Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Meeder Advisory Services’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 Q3	$250K	Buy	+4,442	New	+$253K	0.01%	615
2024 Q3	–	Sell	-73,046	Closed	-$4.14M	–	563
2024 Q2	$4.14M	Buy	73,046 +16,388	+29%	+$927K	0.29%	49
2024 Q1	$3.28M	Buy	56,658 +4,466	+9%	+$252K	0.33%	47
2023 Q4	$2.87M	Buy	52,192 +2,191	+4%	+$118K	0.33%	49
2023 Q3	$2.68M	Buy	50,001 +217	+0.4%	+$12K	0.34%	46
2023 Q2	$2.75M	Buy	49,784 +257	+0.5%	+$14K	0.3%	51
2023 Q1	$2.7M	Buy	+49,527	New	+$2.69M	0.31%	52

Other funds holding JEPI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Meeder Advisory Services's JEPI Position: Q3 2026 in Review

Meeder Advisory Services opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 4,442 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #615 among its holdings. This is a return to the name: Meeder Advisory Services previously reported a position in JEPI as recently as Q2 2024.

Meeder Advisory Services first reported a position in JEPI in Q1 2023 and has held it in 7 quarters since. The position peaked at $4.14M in Q2 2024. 1,269 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Meeder Advisory Services held 4,442 shares of JPMorgan Equity Premium Income ETF worth $250K as of Q3 2026.
JPMorgan Equity Premium Income ETF was a new Meeder Advisory Services position in Q3 2026.
JPMorgan Equity Premium Income ETF made up 0.01% of Meeder Advisory Services's portfolio in Q3 2026, its #615 holding.
Meeder Advisory Services first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 7 quarters since.
Meeder Advisory Services's JPMorgan Equity Premium Income ETF position peaked at $4.14M in Q2 2024.
1,269 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Meeder Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.