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Richards, Merrill & Peterson’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Richards, Merrill & Peterson’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 		$127K Hold
2,257
– – 0.04% 211
2026
Q1 		$128K Buy
2,257
+1,157
+105% +$67.3K 0.05% 200
2025
Q4 		$63K Hold
1,100
– – 0.02% 211
2025
Q3 		$62.8K Hold
1,100
– – 0.03% 186
2025
Q2 		$62.5K Buy
1,100
+850
+340% +$47.1K 0.03% 174
2025
Q1 		$14.3K Hold
250
– – 0.01% 367
2024
Q4 		$14.4K Buy
+250
New +$14.8K 0.01% 356

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

Richards, Merrill & Peterson's JEPI Position: Q2 2026 in Review

Richards, Merrill & Peterson held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 2,257 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #211.

Richards, Merrill & Peterson first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $128K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Richards, Merrill & Peterson held 2,257 shares of JPMorgan Equity Premium Income ETF worth $127K as of Q2 2026.
  • Richards, Merrill & Peterson left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.04% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #211 holding.
  • Richards, Merrill & Peterson first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Richards, Merrill & Peterson's JPMorgan Equity Premium Income ETF position peaked at $128K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.