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Prosperity Capital Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Prosperity Capital Advisors’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 		$3.71M Buy
65,726
+39,315
+149% +$2.22M 0.18% 89
2026
Q1 		$1.5M Buy
26,411
+11,339
+75% +$660K 0.09% 142
2025
Q4 		$863K Buy
15,072
+4,374
+41% +$250K 0.05% 184
2025
Q3 		$611K Buy
10,698
+347
+3% +$19.7K 0.04% 245
2025
Q2 		$588K Sell
10,351
-125
-1% -$6.92K 0.04% 239
2025
Q1 		$595K Buy
10,476
+637
+6% +$37.1K 0.05% 215
2024
Q4 		$566K Buy
9,839
+1,409
+17% +$83.7K 0.05% 212
2024
Q3 		$502K Buy
8,430
+522
+7% +$30K 0.04% 221
2024
Q2 		$448K Buy
+7,908
New +$447K 0.05% 205
2023
Q4 		– Sell
-5,193
Closed -$278K – 271
2023
Q3 		$278K Buy
+5,193
New +$286K 0.04% 191

Other funds holding JEPI

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return
DC
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

Prosperity Capital Advisors's JEPI Position: Q2 2026 in Review

Prosperity Capital Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 149% in Q2 2026, buying an estimated $2.22M and bringing the position to 65,726 shares worth $3.71M. The position accounts for 0.18% of the portfolio, ranked #89.

Prosperity Capital Advisors first reported a position in JEPI in Q3 2023 and has held it in 10 quarters since. 340 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Prosperity Capital Advisors held 65,726 shares of JPMorgan Equity Premium Income ETF worth $3.71M as of Q2 2026.
  • Prosperity Capital Advisors bought 39,315 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $2.22M.
  • JPMorgan Equity Premium Income ETF made up 0.18% of Prosperity Capital Advisors's portfolio in Q2 2026, its #89 holding.
  • Prosperity Capital Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 10 quarters since.
  • 340 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.