Mountain Hill Investment Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Mountain Hill Investment Partners’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	$1.05K	Buy	19 +1	+6%	+$56	﹤0.01%	156
2026 Q1	$1.03K	Hold	18	–	–	﹤0.01%	156
2025 Q4	$1.02K	Hold	18	–	–	﹤0.01%	180
2025 Q3	$1K	Buy	18 +1	+6%	+$57	﹤0.01%	187
2025 Q2	$979	Hold	17	–	–	﹤0.01%	146
2025 Q1	$959	Buy	17 +1	+6%	+$58	﹤0.01%	148
2024 Q4	$948	Buy	+16	New	+$950	﹤0.01%	150

Other funds holding JEPI

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Mountain Hill Investment Partners's JEPI Position: Q2 2026 in Review

Mountain Hill Investment Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.6% in Q2 2026, buying an estimated $56 and bringing the position to 19 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

Mountain Hill Investment Partners first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Mountain Hill Investment Partners held 19 shares of JPMorgan Equity Premium Income ETF worth $1.05K as of Q2 2026.
Mountain Hill Investment Partners bought 1 JPMorgan Equity Premium Income ETF share in Q2 2026, an estimated $56.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #156 holding.
Mountain Hill Investment Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
256 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.