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

Platform Technology 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	$1.15M	Buy	20,414 +2,406	+13%	+$136K	0.19%	111
2026 Q1	$1.02M	Buy	18,008 +4,388	+32%	+$255K	0.2%	113
2025 Q4	$780K	Buy	13,620 +3,169	+30%	+$181K	0.17%	120
2025 Q3	$597K	Sell	10,451 -73	-0.7%	-$4.15K	0.14%	135
2025 Q2	$598K	Buy	10,524 +2,191	+26%	+$121K	0.16%	131
2025 Q1	$476K	Buy	8,333 +2,659	+47%	+$155K	0.14%	138
2024 Q4	$326K	Buy	5,674 +315	+6%	+$18.7K	0.1%	157
2024 Q3	$319K	Buy	5,359 +929	+21%	+$53.4K	0.1%	169
2024 Q2	$251K	Buy	+4,430	New	+$251K	0.09%	187

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

Platform Technology Partners's JEPI Position: Q2 2026 in Review

Platform Technology Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 13% in Q2 2026, buying an estimated $136K and bringing the position to 20,414 shares worth $1.15M. The position accounts for 0.19% of the portfolio, ranked #111.

Platform Technology Partners first reported a position in JEPI in Q2 2024 and has held it in 9 quarters since. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Platform Technology Partners held 20,414 shares of JPMorgan Equity Premium Income ETF worth $1.15M as of Q2 2026.
Platform Technology Partners bought 2,406 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $136K.
JPMorgan Equity Premium Income ETF made up 0.19% of Platform Technology Partners's portfolio in Q2 2026, its #111 holding.
Platform Technology Partners first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.