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Salem Investment Counselors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Salem Investment Counselors’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 		$243K Buy
4,302
+2,900
+207% +$164K 0.01% 380
2026
Q1 		$79.5K Buy
+1,402
New +$81.6K ﹤0.01% 520
2025
Q4 		– Sell
-2,292
Closed -$131K – 791
2025
Q3 		$131K Buy
2,292
+1,000
+77% +$56.8K ﹤0.01% 425
2025
Q2 		$73.5K Buy
1,292
+100
+8% +$5.54K ﹤0.01% 516
2025
Q1 		$68.1K Buy
1,192
+75
+7% +$4.37K ﹤0.01% 520
2024
Q4 		$64.7K Buy
1,117
+25
+2% +$1.48K ﹤0.01% 529
2024
Q3 		$65K Sell
1,092
-3,325
-75% -$191K ﹤0.01% 535
2024
Q2 		$250K Buy
4,417
+3,075
+229% +$174K 0.01% 333
2024
Q1 		$77.6K Buy
1,342
+200
+18% +$11.3K ﹤0.01% 485
2023
Q4 		$63.3K Buy
1,142
+287
+34% +$15.5K ﹤0.01% 505
2023
Q3 		$45.8K Buy
855
+368
+76% +$20.3K ﹤0.01% 535
2023
Q2 		$26.9K Hold
487
– – ﹤0.01% 637
2023
Q1 		$26.6K Buy
487
+2
+0.4% +$109 ﹤0.01% 645
2022
Q4 		$26.6K Buy
+485
New +$26.3K ﹤0.01% 616

Other funds holding JEPI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Salem Investment Counselors's JEPI Position: Q2 2026 in Review

Salem Investment Counselors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 207% in Q2 2026, buying an estimated $164K and bringing the position to 4,302 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #380.

Salem Investment Counselors first reported a position in JEPI in Q4 2022 and has held it in 14 quarters since. The position peaked at $250K in Q2 2024. 850 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Salem Investment Counselors held 4,302 shares of JPMorgan Equity Premium Income ETF worth $243K as of Q2 2026.
  • Salem Investment Counselors bought 2,900 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $164K.
  • JPMorgan Equity Premium Income ETF made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #380 holding.
  • Salem Investment Counselors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 14 quarters since.
  • Salem Investment Counselors's JPMorgan Equity Premium Income ETF position peaked at $250K in Q2 2024.
  • 850 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.