Oasis Advisors
JEPI icon

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

Oasis 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
Q3 		$9.16M Buy
162,867
+95,397
+141% +$5.44M 3.84% 8
2026
Q2 		$3.81M Buy
+67,470
New +$3.81M 2.47% 10

Other funds holding JEPI

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nottingham Advisors
Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Oasis Advisors's JEPI Position: Q3 2026 in Review

Oasis Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 141% in Q3 2026, buying an estimated $5.44M and bringing the position to 162,867 shares worth $9.16M. The position accounts for 3.84% of the portfolio, ranked #8.

Oasis Advisors first reported a position in JEPI in Q2 2026 and has held it in 2 quarters since. 664 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Oasis Advisors held 162,867 shares of JPMorgan Equity Premium Income ETF worth $9.16M as of Q3 2026.
  • Oasis Advisors bought 95,397 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $5.44M.
  • JPMorgan Equity Premium Income ETF made up 3.84% of Oasis Advisors's portfolio in Q3 2026, its #8 holding.
  • Oasis Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 664 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.