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Salomon & Ludwin’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Salomon & Ludwin’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 		$76.8K Buy
1,368
+968
+242% +$54.7K 0.01% 352
2026
Q1 		$22.6K Hold
400
– – ﹤0.01% 999
2025
Q4 		$23K Hold
400
– – ﹤0.01% 798
2025
Q3 		$22.8K Hold
400
– – ﹤0.01% 738
2025
Q2 		$22.7K Hold
400
– – ﹤0.01% 366
2025
Q1 		$22.9K Sell
400
-141
-26% -$8.21K ﹤0.01% 343
2024
Q4 		$31.1K Buy
541
+120
+29% +$7.13K ﹤0.01% 297
2024
Q3 		$25.1K Buy
+421
New +$24.2K ﹤0.01% 337

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Salomon & Ludwin's JEPI Position: Q2 2026 in Review

Salomon & Ludwin increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 242% in Q2 2026, buying an estimated $54.7K and bringing the position to 1,368 shares worth $76.8K. The position accounts for 0.01% of the portfolio, ranked #352.

Salomon & Ludwin first reported a position in JEPI in Q3 2024 and has held it in 8 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Salomon & Ludwin held 1,368 shares of JPMorgan Equity Premium Income ETF worth $76.8K as of Q2 2026.
  • Salomon & Ludwin bought 968 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $54.7K.
  • JPMorgan Equity Premium Income ETF made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #352 holding.
  • Salomon & Ludwin first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.