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

Operose 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 		– Sell
-113
Closed -$6.41K – 607
2026
Q1 		$6.41K Buy
+113
New +$6.57K ﹤0.01% 438
2025
Q3 		– Sell
-354
Closed -$20.1K – 461
2025
Q2 		$20.1K Hold
354
– – 0.01% 297
2025
Q1 		$20.2K Buy
+354
New +$20.6K 0.01% 281

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Operose Advisors's JEPI Position: Q2 2026 in Review

Operose Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 113 shares — an estimated $6.41K sold.

Operose Advisors first reported a position in JEPI in Q1 2025 and held it in 3 quarters. The position peaked at $20.2K in Q1 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Operose Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 113 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $6.41K.
  • Operose Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and held it in 3 quarters.
  • Operose Advisors's JPMorgan Equity Premium Income ETF position peaked at $20.2K in Q1 2025.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.