Midwest Capital Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Midwest Capital 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	–	Sell	-2,535	Closed	-$144K	–	216
2026 Q1	$144K	Buy	2,535 +18	+0.7%	+$1.05K	0.07%	62
2025 Q4	$144K	Sell	2,517 -43	-2%	-$2.46K	0.07%	58
2025 Q3	$146K	Sell	2,560 -2,645	-51%	-$150K	0.07%	58
2025 Q2	$296K	Hold	5,205	–	–	0.16%	42
2025 Q1	$297K	Hold	5,205	–	–	0.18%	45
2024 Q4	$299K	Buy	+5,205	New	+$309K	0.22%	41

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

Midwest Capital Advisors's JEPI Position: Q2 2026 in Review

Midwest Capital Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 2,535 shares — an estimated $144K sold.

Midwest Capital Advisors first reported a position in JEPI in Q4 2024 and held it in 6 quarters. The position peaked at $299K in Q4 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Midwest Capital Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Midwest Capital Advisors sold 2,535 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $144K.
Midwest Capital Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and held it in 6 quarters.
Midwest Capital Advisors's JPMorgan Equity Premium Income ETF position peaked at $299K in Q4 2024.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.