MRA Advisory Group
JEPI icon

MRA Advisory Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

MRA Advisory Group’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
Q3 		$919K Buy
16,341
+28
+0.2% +$1.6K 0.34% 49
2026
Q2 		$921K Buy
16,313
+21
+0.1% +$1.19K 0.33% 60
2026
Q1 		$923K Buy
16,292
+386
+2% +$22.5K 0.38% 49
2025
Q4 		$910K Buy
15,906
+1,954
+14% +$112K 0.38% 43
2025
Q3 		$797K Sell
13,952
-1,169
-8% -$66.4K 0.35% 43
2025
Q2 		$860K Buy
15,121
+799
+6% +$44.3K 0.4% 32
2025
Q1 		$818K Buy
14,322
+134
+0.9% +$7.81K 0.44% 30
2024
Q4 		$816K Buy
14,188
+1,464
+12% +$86.9K 0.43% 34
2024
Q3 		$757K Sell
12,724
-20,285
-61% -$1.17M 0.41% 32
2024
Q2 		$1.87M Sell
33,009
-132,608
-80% -$7.5M 1.07% 21
2024
Q1 		$9.6M Buy
165,617
+3,173
+2% +$179K 5.72% 4
2023
Q4 		$8.93M Buy
162,444
+35,325
+28% +$1.9M 5.89% 4
2023
Q3 		$6.81M Sell
127,119
-8,883
-7% -$489K 4.86% 1
2023
Q2 		$7.52M Buy
136,002
+132,019
+3,315% +$7.21M 5.18% 1
2023
Q1 		$217K Buy
+3,983
New +$216K 0.16% 112

Other funds holding JEPI

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

MRA Advisory Group's JEPI Position: Q3 2026 in Review

MRA Advisory Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.17% in Q3 2026, buying an estimated $1.6K and bringing the position to 16,341 shares worth $919K. The position accounts for 0.34% of the portfolio, ranked #49.

MRA Advisory Group first reported a position in JEPI in Q1 2023 and has held it in 15 quarters since. The position peaked at $9.6M in Q1 2024. 615 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • MRA Advisory Group held 16,341 shares of JPMorgan Equity Premium Income ETF worth $919K as of Q3 2026.
  • MRA Advisory Group bought 28 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $1.6K.
  • JPMorgan Equity Premium Income ETF made up 0.34% of MRA Advisory Group's portfolio in Q3 2026, its #49 holding.
  • MRA Advisory Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 15 quarters since.
  • MRA Advisory Group's JPMorgan Equity Premium Income ETF position peaked at $9.6M in Q1 2024.
  • 615 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.