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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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. 1,410 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.
  • 1,410 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.