Oarsman Capital’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Oarsman Capital’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	$424K	Buy	7,504 +1,752	+30%	+$99K	0.04%	157
2026 Q1	$326K	Buy	5,752 +157	+3%	+$9.13K	0.04%	170
2025 Q4	$320K	Buy	5,595 +1,263	+29%	+$72.1K	0.04%	175
2025 Q3	$247K	Buy	+4,332	New	+$246K	0.03%	209
2025 Q1	–	Sell	-1,936	Closed	-$111K	–	552
2024 Q4	$111K	Buy	1,936 +43	+2%	+$2.55K	0.02%	314
2024 Q3	$113K	Buy	+1,893	New	+$109K	0.02%	319

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

Oarsman Capital's JEPI Position: Q2 2026 in Review

Oarsman Capital increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 30% in Q2 2026, buying an estimated $99K and bringing the position to 7,504 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #157.

Oarsman Capital first reported a position in JEPI in Q3 2024 and has held it in 6 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Oarsman Capital held 7,504 shares of JPMorgan Equity Premium Income ETF worth $424K as of Q2 2026.
Oarsman Capital bought 1,752 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $99K.
JPMorgan Equity Premium Income ETF made up 0.04% of Oarsman Capital's portfolio in Q2 2026, its #157 holding.
Oarsman Capital first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 6 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.