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Pittenger & Anderson Inc’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Pittenger & Anderson Inc’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
-362
Closed -$20.5K – 547
2026
Q1 		$20.5K Hold
362
– – ﹤0.01% 362
2025
Q4 		$20.7K Hold
362
– – ﹤0.01% 359
2025
Q3 		$20.7K Buy
+362
New +$20.6K ﹤0.01% 343

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

Pittenger & Anderson Inc's JEPI Position: Q2 2026 in Review

Pittenger & Anderson Inc sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 362 shares — an estimated $20.5K sold.

Pittenger & Anderson Inc first reported a position in JEPI in Q3 2025 and held it in 3 quarters. The position peaked at $20.7K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Pittenger & Anderson Inc reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 362 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $20.5K.
  • Pittenger & Anderson Inc first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and held it in 3 quarters.
  • Pittenger & Anderson Inc's JPMorgan Equity Premium Income ETF position peaked at $20.7K in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.