Ring Mountain Capital’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Ring Mountain Capital’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	$2.71M	Buy	48,039 +1,727	+4%	+$97.5K	1.14%	21
2026 Q1	$2.63M	Buy	46,312 +3,893	+9%	+$226K	1.44%	17
2025 Q4	$2.48M	Buy	42,419 +789	+2%	+$45.1K	1.27%	18
2025 Q3	$2.38M	Buy	41,630 +1,420	+4%	+$80.6K	1.32%	16
2025 Q2	$2.29M	Buy	40,210 +7,976	+25%	+$442K	1.39%	17
2025 Q1	$1.84M	Buy	32,234 +1,444	+5%	+$84.1K	1.38%	17
2024 Q4	$1.77M	Buy	+30,790	New	+$1.83M	1.19%	20

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

Ring Mountain Capital's JEPI Position: Q2 2026 in Review

Ring Mountain Capital increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.7% in Q2 2026, buying an estimated $97.5K and bringing the position to 48,039 shares worth $2.71M. The position accounts for 1.14% of the portfolio, ranked #21.

Ring Mountain Capital first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. 1,413 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Ring Mountain Capital held 48,039 shares of JPMorgan Equity Premium Income ETF worth $2.71M as of Q2 2026.
Ring Mountain Capital bought 1,727 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $97.5K.
JPMorgan Equity Premium Income ETF made up 1.14% of Ring Mountain Capital's portfolio in Q2 2026, its #21 holding.
Ring Mountain Capital first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,413 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Ring Mountain Capital's 13F filing for Q2 2026, filed 11 Aug 2026.