OpenArc Corporate Advisory’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

OpenArc Corporate Advisory’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	$1.12M	Buy	19,808 +8,369	+73%	+$473K	0.01%	325
2026 Q1	$648K	Buy	11,439 +7,206	+170%	+$419K	0.01%	391
2025 Q4	$242K	Buy	+4,233	New	+$242K	﹤0.01%	563

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

OpenArc Corporate Advisory's JEPI Position: Q2 2026 in Review

OpenArc Corporate Advisory increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 73% in Q2 2026, buying an estimated $473K and bringing the position to 19,808 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #325.

OpenArc Corporate Advisory first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

OpenArc Corporate Advisory held 19,808 shares of JPMorgan Equity Premium Income ETF worth $1.12M as of Q2 2026.
OpenArc Corporate Advisory bought 8,369 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $473K.
JPMorgan Equity Premium Income ETF made up 0.01% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #325 holding.
OpenArc Corporate Advisory first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.