Pacifica Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Pacifica Partners’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	$55.9K	Hold	1,000	–	–	0.02%	178
2026 Q2	$56.7K	Hold	1,000	–	–	0.02%	186
2026 Q1	$56.7K	Hold	1,000	–	–	0.02%	191
2025 Q4	$57.3K	Hold	1,000	–	–	0.03%	178
2025 Q3	$56.8K	Hold	1,000	–	–	0.02%	189
2025 Q2	$56.7K	Hold	1,000	–	–	0.02%	192
2025 Q1	$55.2K	Hold	1,000	–	–	0.03%	188
2024 Q4	$57.5K	Sell	1,000 -214	-18%	-$12.7K	0.02%	187
2024 Q3	$72.2K	Buy	1,214 +214	+21%	+$12.3K	0.03%	178
2024 Q2	$56.1K	Buy	+1,000	New	+$56.6K	0.02%	199

Other funds holding JEPI

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return

Pacifica Partners's JEPI Position: Q3 2026 in Review

Pacifica Partners held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q3 2026 at 1,000 shares worth $55.9K. The position accounts for 0.02% of the portfolio, ranked #178.

Pacifica Partners first reported a position in JEPI in Q2 2024 and has held it in 10 quarters since. The position peaked at $72.2K in Q3 2024. 495 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Pacifica Partners held 1,000 shares of JPMorgan Equity Premium Income ETF worth $55.9K as of Q3 2026.
Pacifica Partners left its JPMorgan Equity Premium Income ETF share count unchanged in Q3 2026.
JPMorgan Equity Premium Income ETF made up 0.02% of Pacifica Partners's portfolio in Q3 2026, its #178 holding.
Pacifica Partners first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 10 quarters since.
Pacifica Partners's JPMorgan Equity Premium Income ETF position peaked at $72.2K in Q3 2024.
495 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.