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Ritter Daniher Financial Advisory’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Ritter Daniher Financial Advisory’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 		$2.02M Sell
35,696
-17,104
-32% -$966K 0.31% 36
2026
Q1 		$2.99M Sell
52,800
-67,142
-56% -$3.91M 0.51% 29
2025
Q4 		$6.87M Sell
119,942
-52,359
-30% -$2.99M 1.15% 17
2025
Q3 		$9.84M Buy
172,301
+9,744
+6% +$553K 1.73% 12
2025
Q2 		$9.24M Buy
162,557
+2,875
+2% +$159K 2.27% 11
2025
Q1 		$9.12M Buy
159,682
+11,894
+8% +$693K 2.49% 10
2024
Q4 		$8.5M Buy
147,788
+3,391
+2% +$201K 2.4% 11
2024
Q3 		$8.59M Sell
144,397
-7,652
-5% -$440K 2.5% 10
2024
Q2 		$8.62M Buy
152,049
+11,298
+8% +$639K 2.75% 9
2024
Q1 		$8.14M Buy
140,751
+11,294
+9% +$636K 2.7% 9
2023
Q4 		$7.12M Buy
129,457
+24,413
+23% +$1.32M 2.64% 10
2023
Q3 		$5.63M Buy
105,044
+6,853
+7% +$378K 2.38% 10
2023
Q2 		$5.43M Buy
98,191
+11,530
+13% +$630K 2.25% 10
2023
Q1 		$4.73M Buy
86,661
+17,393
+25% +$944K 2.08% 10
2022
Q4 		$3.77M Buy
+69,268
New +$3.76M 1.8% 11

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

Ritter Daniher Financial Advisory's JEPI Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 32% in Q2 2026, selling an estimated $966K and leaving 35,696 shares worth $2.02M. The position accounts for 0.31% of the portfolio, ranked #36.

Ritter Daniher Financial Advisory first reported a position in JEPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.84M in Q3 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Ritter Daniher Financial Advisory held 35,696 shares of JPMorgan Equity Premium Income ETF worth $2.02M as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 17,104 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $966K.
  • JPMorgan Equity Premium Income ETF made up 0.31% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #36 holding.
  • Ritter Daniher Financial Advisory first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Ritter Daniher Financial Advisory's JPMorgan Equity Premium Income ETF position peaked at $9.84M in Q3 2025.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.