Pure Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Pure Financial 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	$756K	Sell	13,389 -887	-6%	-$50.1K	0.01%	283
2026 Q1	$809K	Buy	14,276 +1,529	+12%	+$89K	0.01%	244
2025 Q4	$730K	Buy	12,747 +552	+5%	+$31.5K	0.01%	261
2025 Q3	$696K	Sell	12,195 -1,053	-8%	-$59.8K	0.01%	253
2025 Q2	$753K	Buy	+13,248	New	+$734K	0.01%	237

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

Pure Financial Advisors's JEPI Position: Q2 2026 in Review

Pure Financial Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.2% in Q2 2026, selling an estimated $50.1K and leaving 13,389 shares worth $756K. The position accounts for 0.01% of the portfolio, ranked #283.

Pure Financial Advisors first reported a position in JEPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $809K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Pure Financial Advisors held 13,389 shares of JPMorgan Equity Premium Income ETF worth $756K as of Q2 2026.
Pure Financial Advisors sold 887 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $50.1K.
JPMorgan Equity Premium Income ETF made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #283 holding.
Pure Financial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
Pure Financial Advisors's JPMorgan Equity Premium Income ETF position peaked at $809K in Q1 2026.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.