Post Resch Tallon Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Post Resch Tallon Group’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	$1.72M	Buy	30,477 +2,385	+8%	+$135K	1.19%	23
2026 Q1	$1.58M	Sell	28,092 -1,050	-4%	-$61.1K	1.28%	19
2025 Q4	$1.67M	Buy	29,142 +387	+1%	+$22.1K	1.41%	20
2025 Q3	$1.64M	Buy	28,755 +43	+0.1%	+$2.44K	1.45%	20
2025 Q2	$1.63M	Sell	28,712 -1,320	-4%	-$73.1K	1.57%	20
2025 Q1	$1.7M	Sell	30,032 -828	-3%	-$48.2K	1.73%	18
2024 Q4	$1.77M	Buy	+30,860	New	+$1.83M	1.71%	21

Other funds holding JEPI

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Post Resch Tallon Group's JEPI Position: Q2 2026 in Review

Post Resch Tallon Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.5% in Q2 2026, buying an estimated $135K and bringing the position to 30,477 shares worth $1.72M. The position accounts for 1.19% of the portfolio, ranked #23.

Post Resch Tallon Group first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q4 2024. 256 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Post Resch Tallon Group held 30,477 shares of JPMorgan Equity Premium Income ETF worth $1.72M as of Q2 2026.
Post Resch Tallon Group bought 2,385 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $135K.
JPMorgan Equity Premium Income ETF made up 1.19% of Post Resch Tallon Group's portfolio in Q2 2026, its #23 holding.
Post Resch Tallon Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Post Resch Tallon Group's JPMorgan Equity Premium Income ETF position peaked at $1.77M in Q4 2024.
256 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.