Sachetta’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sachetta’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	$2.93M	Buy	51,803 +6,179	+14%	+$349K	1.42%	14
2026 Q1	$2.59M	Buy	45,624 +1,167	+3%	+$67.9K	1.4%	15
2025 Q4	$2.55M	Buy	44,457 +2,513	+6%	+$143K	1.39%	14
2025 Q3	$2.4M	Buy	41,944 +240	+0.6%	+$13.6K	0.89%	21
2025 Q2	$2.37M	Sell	41,704 -3,097	-7%	-$172K	0.94%	20
2025 Q1	$2.56M	Buy	44,801 +721	+2%	+$42K	1.05%	19
2024 Q4	$2.54M	Buy	44,080 +2,842	+7%	+$169K	1%	19
2024 Q3	$2.45M	Buy	41,238 +4,804	+13%	+$276K	0.97%	19
2024 Q2	$2.08M	Buy	36,434 +32,422	+808%	+$1.83M	0.9%	18
2024 Q1	$221K	Hold	4,012	–	–	0.1%	136
2023 Q4	$221K	Buy	+4,012	New	+$216K	0.1%	136

Other funds holding JEPI

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Sachetta's JEPI Position: Q2 2026 in Review

Sachetta increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 14% in Q2 2026, buying an estimated $349K and bringing the position to 51,803 shares worth $2.93M. The position accounts for 1.42% of the portfolio, ranked #14.

Sachetta first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. 287 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Sachetta held 51,803 shares of JPMorgan Equity Premium Income ETF worth $2.93M as of Q2 2026.
Sachetta bought 6,179 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $349K.
JPMorgan Equity Premium Income ETF made up 1.42% of Sachetta's portfolio in Q2 2026, its #14 holding.
Sachetta first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
287 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.