Savvy Advisors Inc’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Savvy Advisors Inc’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	$5.01M	Buy	88,697 +72,735	+456%	+$4.11M	0.11%	157
2026 Q1	$905K	Sell	15,962 -29	-0.2%	-$1.69K	0.02%	464
2025 Q4	$915K	Buy	15,991 +4,083	+34%	+$233K	0.03%	384
2025 Q3	$680K	Sell	11,908 -1,121	-9%	-$63.7K	0.03%	352
2025 Q2	$741K	Buy	+13,029	New	+$722K	0.05%	270
2024 Q3	–	Sell	-4,352	Closed	-$247K	–	363
2024 Q2	$247K	Buy	4,352 +59	+1%	+$3.34K	0.08%	242
2024 Q1	$248K	Buy	4,293 +387	+10%	+$21.8K	0.14%	185
2023 Q4	$215K	Buy	+3,906	New	+$211K	0.21%	143

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

Savvy Advisors Inc's JEPI Position: Q2 2026 in Review

Savvy Advisors Inc increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 456% in Q2 2026, buying an estimated $4.11M and bringing the position to 88,697 shares worth $5.01M. The position accounts for 0.11% of the portfolio, ranked #157.

Savvy Advisors Inc first reported a position in JEPI in Q4 2023 and has held it in 8 quarters since. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Savvy Advisors Inc held 88,697 shares of JPMorgan Equity Premium Income ETF worth $5.01M as of Q2 2026.
Savvy Advisors Inc bought 72,735 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $4.11M.
JPMorgan Equity Premium Income ETF made up 0.11% of Savvy Advisors Inc's portfolio in Q2 2026, its #157 holding.
Savvy Advisors Inc first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 8 quarters since.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.