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

&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	$37.6M	Buy	664,513 +4,887	+0.7%	+$276K	0.15%	126
2026 Q1	$37.3M	Buy	659,626 +17,310	+3%	+$1.01M	0.18%	110
2025 Q4	$36.8M	Sell	642,316 -18,985	-3%	-$1.08M	0.19%	108
2025 Q3	$37.7M	Sell	661,301 -72,957	-10%	-$4.14M	0.24%	92
2025 Q2	$41.8M	Buy	734,258 +131,064	+22%	+$7.26M	0.32%	61
2025 Q1	$34.2M	Buy	603,194 +73,647	+14%	+$4.29M	0.36%	58
2024 Q4	$30.7M	Buy	529,547 +216,401	+69%	+$12.8M	0.37%	58
2024 Q3	$18.7M	Buy	313,146 +281,310	+884%	+$16.2M	0.36%	65
2024 Q2	$1.8M	Buy	31,836 +24,266	+321%	+$1.37M	0.08%	225
2024 Q1	$438K	Sell	7,570 -11,772	-61%	-$663K	0.06%	293
2023 Q4	$1.06M	Buy	19,342 +14,004	+262%	+$755K	0.26%	92
2023 Q3	$286K	Hold	5,338	–	–	0.13%	128
2023 Q2	$295K	Hold	5,338	–	–	0.13%	129
2023 Q1	$291K	Hold	5,338	–	–	0.14%	122
2022 Q4	$291K	Hold	5,338	–	–	0.14%	129
2022 Q3	$273K	Hold	5,338	–	–	0.16%	128
2022 Q2	$296K	Buy	+5,338	New	+$309K	0.17%	121

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

&Partners's JEPI Position: Q2 2026 in Review

&Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.74% in Q2 2026, buying an estimated $276K and bringing the position to 664,513 shares worth $37.6M. The position accounts for 0.15% of the portfolio, ranked #126.

&Partners first reported a position in JEPI in Q2 2022 and has held it in 17 quarters since. The position peaked at $41.8M in Q2 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

&Partners held 664,513 shares of JPMorgan Equity Premium Income ETF worth $37.6M as of Q2 2026.
&Partners bought 4,887 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $276K.
JPMorgan Equity Premium Income ETF made up 0.15% of &Partners's portfolio in Q2 2026, its #126 holding.
&Partners first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 17 quarters since.
&Partners's JPMorgan Equity Premium Income ETF position peaked at $41.8M in Q2 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.