Millstone Evans Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Millstone Evans 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	$47.5K	Sell	841 -1,709	-67%	-$96.5K	0.03%	353
2026 Q1	$145K	Hold	2,550	–	–	0.09%	182
2025 Q4	$146K	Hold	2,550	–	–	0.09%	179
2025 Q3	$146K	Hold	2,550	–	–	0.09%	163
2025 Q2	$145K	Buy	2,550 +2,045	+405%	+$113K	0.1%	155
2025 Q1	$28.9K	Buy	+505	New	+$29.4K	0.02%	393

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

Millstone Evans Group's JEPI Position: Q2 2026 in Review

Millstone Evans Group reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 67% in Q2 2026, selling an estimated $96.5K and leaving 841 shares worth $47.5K. The position accounts for 0.03% of the portfolio, ranked #353.

Millstone Evans Group first reported a position in JEPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $146K in Q4 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Millstone Evans Group held 841 shares of JPMorgan Equity Premium Income ETF worth $47.5K as of Q2 2026.
Millstone Evans Group sold 1,709 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $96.5K.
JPMorgan Equity Premium Income ETF made up 0.03% of Millstone Evans Group's portfolio in Q2 2026, its #353 holding.
Millstone Evans Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
Millstone Evans Group's JPMorgan Equity Premium Income ETF position peaked at $146K in Q4 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.