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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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 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. 869 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.
869 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.