Roan Capital Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-6,170
Closed -$350K 84
2026
Q1
$350K Buy
+6,170
New +$359K 0.32% 51

Other funds holding JEPI

Roan Capital Partners's JEPI Position: Q2 2026 in Review

Roan Capital Partners sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 6,170 shares — an estimated $350K sold.

Roan Capital Partners first reported a position in JEPI in Q1 2026 and held it in 1 quarter. The position peaked at $350K in Q1 2026. 1,405 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Roan Capital Partners reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Roan Capital Partners sold 6,170 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $350K.
  • Roan Capital Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2026 and held it in 1 quarter.
  • Roan Capital Partners's JPMorgan Equity Premium Income ETF position peaked at $350K in Q1 2026.
  • 1,405 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Roan Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.