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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
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 		$9.58M 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

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

MRA Advisory Group's JEPI Position: Q2 2026 in Review

MRA Advisory Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.13% in Q2 2026, buying an estimated $1.19K and bringing the position to 16,313 shares worth $921K. The position accounts for 0.33% of the portfolio, ranked #60.

MRA Advisory Group first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.58M in Q1 2024. 499 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • MRA Advisory Group held 16,313 shares of JPMorgan Equity Premium Income ETF worth $921K as of Q2 2026.
  • MRA Advisory Group bought 21 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.19K.
  • JPMorgan Equity Premium Income ETF made up 0.33% of MRA Advisory Group's portfolio in Q2 2026, its #60 holding.
  • MRA Advisory Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
  • MRA Advisory Group's JPMorgan Equity Premium Income ETF position peaked at $9.58M in Q1 2024.
  • 499 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.