Milestone Asset Management Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Milestone Asset Management Group’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	$1.27M	Buy	22,503 +533	+2%	+$30.1K	0.64%	39
2026 Q1	$1.25M	Buy	21,970 +1,197	+6%	+$69.6K	0.73%	38
2025 Q4	$1.19M	Buy	20,773 +7,899	+61%	+$451K	0.67%	40
2025 Q3	$735K	Buy	12,874 +869	+7%	+$49.4K	0.46%	57
2025 Q2	$682K	Buy	12,005 +381	+3%	+$21.1K	0.51%	53
2025 Q1	$664K	Buy	11,624 +164	+1%	+$9.55K	0.6%	52
2024 Q4	$659K	Buy	+11,460	New	+$680K	0.59%	50

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

Milestone Asset Management Group's JEPI Position: Q2 2026 in Review

Milestone Asset Management Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.4% in Q2 2026, buying an estimated $30.1K and bringing the position to 22,503 shares worth $1.27M. The position accounts for 0.64% of the portfolio, ranked #39.

Milestone Asset Management Group first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Milestone Asset Management Group held 22,503 shares of JPMorgan Equity Premium Income ETF worth $1.27M as of Q2 2026.
Milestone Asset Management Group bought 533 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $30.1K.
JPMorgan Equity Premium Income ETF made up 0.64% of Milestone Asset Management Group's portfolio in Q2 2026, its #39 holding.
Milestone Asset Management Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.