Mercer Global Advisors
JEPI icon

Mercer Global Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Mercer Global 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 		$21M Buy
371,380
+25,556
+7% +$1.44M 0.03% 338
2026
Q1 		$19.6M Sell
345,824
-198,293
-36% -$11.5M 0.03% 322
2025
Q4 		$32M Buy
544,117
+104,089
+24% +$5.94M 0.05% 241
2025
Q3 		$25.1M Buy
440,028
+174,408
+66% +$9.9M 0.04% 251
2025
Q2 		$15.3M Buy
265,620
+7,413
+3% +$411K 0.03% 303
2025
Q1 		$14.9M Buy
258,207
+23,155
+10% +$1.35M 0.03% 279
2024
Q4 		$13.5M Sell
235,052
-10,454
-4% -$621K 0.03% 297
2024
Q3 		$14.6M Sell
245,506
-149,635
-38% -$8.61M 0.03% 255
2024
Q2 		$22.4M Sell
395,141
-9,319
-2% -$527K 0.06% 176
2024
Q1 		$23.4M Buy
404,460
+352,488
+678% +$19.9M 0.07% 174
2023
Q4 		$2.86M Sell
51,972
-15,121
-23% -$815K 0.01% 625
2023
Q3 		$3.59M Sell
67,093
-58,837
-47% -$3.24M 0.01% 523
2023
Q2 		$6.97M Buy
125,930
+60,963
+94% +$3.33M 0.03% 369
2023
Q1 		$3.55M Buy
64,967
+9,233
+17% +$501K 0.02% 511
2022
Q4 		$3.04M Sell
55,734
-568
-1% -$30.8K 0.02% 566
2022
Q3 		$2.88M Buy
56,302
+2,278
+4% +$127K 0.02% 541
2022
Q2 		$3M Buy
54,024
+16,070
+42% +$930K 0.02% 507
2022
Q1 		$2.33M Buy
37,954
+4,706
+14% +$285K 0.01% 606
2021
Q4 		$2.1M Buy
33,248
+5,535
+20% +$341K 0.01% 604
2021
Q3 		$1.65M Buy
27,713
+8,776
+46% +$540K 0.01% 677
2021
Q2 		$1.15M Buy
18,937
+4,545
+32% +$270K 0.01% 771
2021
Q1 		$836K Buy
+14,392
New +$808K 0.01% 858

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

Mercer Global Advisors's JEPI Position: Q2 2026 in Review

Mercer Global Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.4% in Q2 2026, buying an estimated $1.44M and bringing the position to 371,380 shares worth $21M. The position accounts for 0.03% of the portfolio, ranked #338.

Mercer Global Advisors first reported a position in JEPI in Q1 2021 and has held it in 22 quarters since. The position peaked at $32M in Q4 2025. 1,412 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Mercer Global Advisors held 371,380 shares of JPMorgan Equity Premium Income ETF worth $21M as of Q2 2026.
  • Mercer Global Advisors bought 25,556 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.44M.
  • JPMorgan Equity Premium Income ETF made up 0.03% of Mercer Global Advisors's portfolio in Q2 2026, its #338 holding.
  • Mercer Global Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2021 and has held it in 22 quarters since.
  • Mercer Global Advisors's JPMorgan Equity Premium Income ETF position peaked at $32M in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.