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

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

SIC

Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 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

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. 303 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.
303 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.