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Meridian Financial Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Meridian Financial Partners’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 		$688K Sell
12,067
-6,461
-35% -$365K 0.23% 71
2026
Q1 		$1.05M Buy
18,528
+12,479
+206% +$726K 0.4% 53
2025
Q4 		$352K Sell
6,049
-2,882
-32% -$165K 0.14% 85
2025
Q3 		$508K Buy
8,931
+696
+8% +$39.5K 0.21% 71
2025
Q2 		$468K Buy
8,235
+1,237
+18% +$68.5K 0.22% 70
2025
Q1 		$400K Buy
+6,998
New +$408K 0.2% 73
2024
Q1 		– Sell
-75,046
Closed -$4.14M – 49
2023
Q4 		$4.14M Sell
75,046
-145,833
-66% -$7.86M 4.25% 5
2023
Q3 		$11.7M Buy
220,879
+9,521
+5% +$525K 12.02% 3
2023
Q2 		$11.8M Buy
211,358
+163,955
+346% +$8.95M 7.07% 4
2023
Q1 		$2.6M Buy
47,403
+3,869
+9% +$210K 2.96% 10
2022
Q4 		$2.38M Sell
43,534
-2,558
-6% -$139K 2.67% 10
2022
Q3 		$2.36M Buy
46,092
+1,952
+4% +$109K 3.34% 9
2022
Q2 		$2.5M Buy
44,140
+6,652
+18% +$385K 1.7% 15
2022
Q1 		$2.3M Buy
37,488
+3,899
+12% +$236K 3.43% 8
2021
Q4 		$2.06M Buy
33,589
+30,027
+843% +$1.85M 1.39% 17
2021
Q3 		$215K Buy
+3,562
New +$219K 0.14% 75

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

Meridian Financial Partners's JEPI Position: Q2 2026 in Review

Meridian Financial Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 35% in Q2 2026, selling an estimated $365K and leaving 12,067 shares worth $688K. The position accounts for 0.23% of the portfolio, ranked #71.

Meridian Financial Partners first reported a position in JEPI in Q3 2021 and has held it in 16 quarters since. The position peaked at $11.8M in Q2 2023. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Meridian Financial Partners held 12,067 shares of JPMorgan Equity Premium Income ETF worth $688K as of Q2 2026.
  • Meridian Financial Partners sold 6,461 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $365K.
  • JPMorgan Equity Premium Income ETF made up 0.23% of Meridian Financial Partners's portfolio in Q2 2026, its #71 holding.
  • Meridian Financial Partners first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 16 quarters since.
  • Meridian Financial Partners's JPMorgan Equity Premium Income ETF position peaked at $11.8M in Q2 2023.
  • 1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.