Monument Capital Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Monument Capital Management’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	-9,923	Closed	-$562K	–	275
2026 Q1	$562K	Sell	9,923 -186	-2%	-$10.8K	0.14%	128
2025 Q4	$579K	Sell	10,109 -3,664	-27%	-$209K	0.14%	124
2025 Q3	$786K	Sell	13,773 -1,574	-10%	-$89.4K	0.2%	107
2025 Q2	$872K	Sell	15,347 -956	-6%	-$53K	0.23%	97
2025 Q1	$932K	Sell	16,303 -2,341	-13%	-$136K	0.29%	85
2024 Q4	$1.07M	Buy	18,644 +432	+2%	+$25.7K	0.3%	76
2024 Q3	$1.08M	Sell	18,212 -1,624	-8%	-$93.4K	0.3%	75
2024 Q2	$1.12M	Buy	+19,836	New	+$1.12M	0.33%	71

Other funds holding JEPI

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Monument Capital Management's JEPI Position: Q2 2026 in Review

Monument Capital Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 9,923 shares — an estimated $562K sold.

Monument Capital Management first reported a position in JEPI in Q2 2024 and held it in 8 quarters. The position peaked at $1.12M in Q2 2024. 734 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Monument Capital Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Monument Capital Management sold 9,923 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $562K.
Monument Capital Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and held it in 8 quarters.
Monument Capital Management's JPMorgan Equity Premium Income ETF position peaked at $1.12M in Q2 2024.
734 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.