Mount Yale Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Mount Yale Investment Advisors’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	$6.1M	Sell	108,085 -326,899	-75%	-$18.5M	0.11%	202
2026 Q1	$24.7M	Buy	434,984 +401,307	+1,192%	+$23.3M	0.57%	37
2025 Q4	$1.94M	Buy	33,677 +13,333	+66%	+$761K	0.09%	197
2025 Q3	$1.16M	Buy	+20,344	New	+$1.16M	0.08%	251

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 22.9% 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

Mount Yale Investment Advisors's JEPI Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 75% in Q2 2026, selling an estimated $18.5M and leaving 108,085 shares worth $6.1M. The position accounts for 0.11% of the portfolio, ranked #202.

Mount Yale Investment Advisors first reported a position in JEPI in Q3 2025 and has held it in 4 quarters since. The position peaked at $24.7M in Q1 2026. 1,416 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Mount Yale Investment Advisors held 108,085 shares of JPMorgan Equity Premium Income ETF worth $6.1M as of Q2 2026.
Mount Yale Investment Advisors sold 326,899 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $18.5M.
JPMorgan Equity Premium Income ETF made up 0.11% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #202 holding.
Mount Yale Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
Mount Yale Investment Advisors's JPMorgan Equity Premium Income ETF position peaked at $24.7M in Q1 2026.
1,416 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.