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 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	$56.9K	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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Pacifica Partners's JEPI Position: Q2 2026 in Review

Pacifica Partners held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 1,000 shares worth $56.7K. The position accounts for 0.02% of the portfolio, ranked #186.

Pacifica Partners first reported a position in JEPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $72.2K in Q3 2024. 499 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Pacifica Partners held 1,000 shares of JPMorgan Equity Premium Income ETF worth $56.7K as of Q2 2026.
Pacifica Partners left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.02% of Pacifica Partners's portfolio in Q2 2026, its #186 holding.
Pacifica Partners first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
Pacifica Partners's JPMorgan Equity Premium Income ETF position peaked at $72.2K in Q3 2024.
499 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.