MML Investors Services
JEPI icon

MML Investors Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

MML Investors Services’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 		$188M Buy
3,320,265
+578,613
+21% +$32.7M 0.38% 49
2026
Q1 		$155M Sell
2,741,652
-321,770
-11% -$18.7M 0.43% 40
2025
Q4 		$175M Buy
3,063,422
+230,264
+8% +$13.1M 0.43% 41
2025
Q3 		$162M Sell
2,833,158
-524,675
-16% -$29.8M 0.43% 41
2025
Q2 		$191M Buy
3,357,833
+158,645
+5% +$8.79M 0.55% 29
2025
Q1 		$183M Buy
3,199,188
+466,204
+17% +$27.2M 0.61% 26
2024
Q4 		$157M Buy
2,732,984
+122,825
+5% +$7.29M 0.54% 29
2024
Q3 		$155M Buy
2,610,159
+376,400
+17% +$21.7M 0.57% 29
2024
Q2 		$127M Buy
2,233,759
+92,182
+4% +$5.21M 0.51% 31
2024
Q1 		$124M Sell
2,141,577
-77,974
-4% -$4.39M 0.51% 29
2023
Q4 		$122M Sell
2,219,551
-7,788
-0.3% -$420K 0.56% 24
2023
Q3 		$119M Buy
2,227,339
+433,589
+24% +$23.9M 0.66% 23
2023
Q2 		$99.2M Buy
1,793,750
+384,006
+27% +$21M 0.55% 31
2023
Q1 		$77M Buy
1,409,744
+134,580
+11% +$7.3M 0.54% 32
2022
Q4 		$69.5M Buy
1,275,164
+289,278
+29% +$15.7M 0.46% 37
2022
Q3 		$50.5M Buy
985,886
+590,666
+149% +$32.9M 0.38% 47
2022
Q2 		$21.9M Buy
395,220
+232,446
+143% +$13.5M 0.17% 138
2022
Q1 		$9.99M Buy
162,774
+118,055
+264% +$7.15M 0.07% 278
2021
Q4 		$2.83M Buy
44,719
+6,438
+17% +$397K 0.02% 618
2021
Q3 		$2.28M Buy
38,281
+4,013
+12% +$247K 0.02% 671
2021
Q2 		$2.08M Buy
+34,268
New +$2.04M 0.02% 697

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

MML Investors Services's JEPI Position: Q2 2026 in Review

MML Investors Services increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 21% in Q2 2026, buying an estimated $32.7M and bringing the position to 3,320,265 shares worth $188M. The position accounts for 0.38% of the portfolio, ranked #49.

MML Investors Services first reported a position in JEPI in Q2 2021 and has held it in 21 quarters since. The position peaked at $191M in Q2 2025. 1,411 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • MML Investors Services held 3,320,265 shares of JPMorgan Equity Premium Income ETF worth $188M as of Q2 2026.
  • MML Investors Services bought 578,613 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $32.7M.
  • JPMorgan Equity Premium Income ETF made up 0.38% of MML Investors Services's portfolio in Q2 2026, its #49 holding.
  • MML Investors Services first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and has held it in 21 quarters since.
  • MML Investors Services's JPMorgan Equity Premium Income ETF position peaked at $191M in Q2 2025.
  • 1,411 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.