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Mountain Capital Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Mountain Capital 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 		$15.6M Buy
275,402
+1,556
+0.6% +$87.9K 2.22% 8
2026
Q1 		$15.6M Sell
273,846
-26,362
-9% -$1.53M 2.32% 8
2025
Q4 		$17.6M Buy
300,208
+15,168
+5% +$866K 2.84% 8
2025
Q3 		$16.2M Buy
285,040
+51,732
+22% +$2.94M 2.85% 8
2025
Q2 		$13.2M Buy
233,308
+1,843
+0.8% +$102K 2.55% 7
2025
Q1 		$12.7M Buy
231,465
+34,177
+17% +$1.99M 2.72% 8
2024
Q4 		$11.5M Buy
197,288
+34,544
+21% +$2.05M 2.39% 9
2024
Q3 		$9.76M Buy
162,744
+42,509
+35% +$2.45M 2.14% 9
2024
Q2 		$6.84M Buy
120,235
+36,382
+43% +$2.06M 1.7% 8
2024
Q1 		$4.8M Buy
83,853
+60,531
+260% +$3.41M 1.34% 8
2023
Q4 		$1.29M Buy
23,322
+1,782
+8% +$96.1K 0.43% 10
2023
Q3 		$1.16M Buy
21,540
+4,729
+28% +$261K 0.43% 11
2023
Q2 		$940K Buy
16,811
+10,306
+158% +$563K 0.35% 44
2023
Q1 		$357K Buy
6,505
+2,251
+53% +$122K 0.16% 54
2022
Q4 		$235K Buy
+4,254
New +$231K 0.11% 68

Other funds holding JEPI

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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CA
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mountain Capital Investment Advisors's JEPI Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.57% in Q2 2026, buying an estimated $87.9K and bringing the position to 275,402 shares worth $15.6M. The position accounts for 2.22% of the portfolio, ranked #8.

Mountain Capital Investment Advisors first reported a position in JEPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.6M in Q4 2025. 649 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Mountain Capital Investment Advisors held 275,402 shares of JPMorgan Equity Premium Income ETF worth $15.6M as of Q2 2026.
  • Mountain Capital Investment Advisors bought 1,556 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $87.9K.
  • JPMorgan Equity Premium Income ETF made up 2.22% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • Mountain Capital Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Mountain Capital Investment Advisors's JPMorgan Equity Premium Income ETF position peaked at $17.6M in Q4 2025.
  • 649 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.