Nautilus Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Nautilus 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	$297K	Sell	5,232 -100	-2%	-$5.65K	0.18%	142
2026 Q1	$302K	Buy	5,332 +919	+21%	+$53.5K	0.21%	122
2025 Q4	$253K	Buy	4,413 +8	+0.2%	+$457	0.16%	150
2025 Q3	$252K	Sell	4,405 -4,071	-48%	-$231K	0.17%	148
2025 Q2	$482K	Sell	8,476 -8,843	-51%	-$490K	0.35%	80
2025 Q1	$990K	Buy	17,319 +613	+4%	+$35.7K	0.82%	33
2024 Q4	$961K	Buy	+16,706	New	+$992K	0.77%	34

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nautilus Advisors's JEPI Position: Q2 2026 in Review

Nautilus Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.9% in Q2 2026, selling an estimated $5.65K and leaving 5,232 shares worth $297K. The position accounts for 0.18% of the portfolio, ranked #142.

Nautilus Advisors first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $990K in Q1 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Nautilus Advisors held 5,232 shares of JPMorgan Equity Premium Income ETF worth $297K as of Q2 2026.
Nautilus Advisors sold 100 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $5.65K.
JPMorgan Equity Premium Income ETF made up 0.18% of Nautilus Advisors's portfolio in Q2 2026, its #142 holding.
Nautilus Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Nautilus Advisors's JPMorgan Equity Premium Income ETF position peaked at $990K in Q1 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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