SageView Advisory Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

SageView Advisory Group’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	$295K	Sell	5,218 -120	-2%	-$6.78K	0.01%	500
2026 Q1	$303K	Buy	5,338 +121	+2%	+$7.04K	0.01%	472
2025 Q4	$299K	Buy	5,217 +725	+16%	+$41.4K	0.01%	491
2025 Q3	$256K	Buy	+4,492	New	+$255K	0.01%	561
2023 Q4	–	Sell	-12,391	Closed	-$668K	–	275
2023 Q3	$664K	Buy	12,391 +5,555	+81%	+$306K	0.04%	283
2023 Q2	$378K	Buy	+6,836	New	+$373K	0.02%	399

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

SageView Advisory Group's JEPI Position: Q2 2026 in Review

SageView Advisory Group reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.2% in Q2 2026, selling an estimated $6.78K and leaving 5,218 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #500.

SageView Advisory Group first reported a position in JEPI in Q2 2023 and has held it in 6 quarters since. The position peaked at $664K in Q3 2023. 1,412 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

SageView Advisory Group held 5,218 shares of JPMorgan Equity Premium Income ETF worth $295K as of Q2 2026.
SageView Advisory Group sold 120 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $6.78K.
JPMorgan Equity Premium Income ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #500 holding.
SageView Advisory Group first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 6 quarters since.
SageView Advisory Group's JPMorgan Equity Premium Income ETF position peaked at $664K in Q3 2023.
1,412 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.