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Monetary Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Monetary Solutions’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 		$29.9K Hold
529
– – 0.03% 144
2026
Q1 		$30K Hold
529
– – 0.03% 141
2025
Q4 		$30.3K Buy
+529
New +$30.2K 0.03% 137

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Monetary Solutions's JEPI Position: Q2 2026 in Review

Monetary Solutions held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 529 shares worth $29.9K. The position accounts for 0.03% of the portfolio, ranked #144.

Monetary Solutions first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.3K in Q4 2025. 1,249 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Monetary Solutions held 529 shares of JPMorgan Equity Premium Income ETF worth $29.9K as of Q2 2026.
  • Monetary Solutions left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.03% of Monetary Solutions's portfolio in Q2 2026, its #144 holding.
  • Monetary Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Monetary Solutions's JPMorgan Equity Premium Income ETF position peaked at $30.3K in Q4 2025.
  • 1,249 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.