Scott Capital Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Scott Capital Advisors’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	$9.18M	Buy	162,601 +4,697	+3%	+$265K	1.44%	19
2026 Q1	$9.09M	Buy	157,904 +11,094	+8%	+$645K	1.84%	15
2025 Q4	$8.4M	Buy	146,810 +23,167	+19%	+$1.32M	1.86%	14
2025 Q3	$7.04M	Buy	123,643 +68,548	+124%	+$3.89M	1.59%	14
2025 Q2	$3.13M	Buy	55,095 +4,191	+8%	+$232K	0.85%	15
2025 Q1	$2.91M	Buy	50,904 +2,567	+5%	+$150K	0.87%	15
2024 Q4	$2.77M	Buy	48,337 +1,708	+4%	+$101K	0.8%	15
2024 Q3	$2.77M	Buy	46,629 +1,070	+2%	+$61.6K	0.79%	15
2024 Q2	$2.56M	Buy	45,559 +4,704	+12%	+$266K	0.76%	16
2024 Q1	$2.34M	Buy	40,855 +11,327	+38%	+$638K	0.71%	16
2023 Q4	$1.62M	Buy	29,528 +3,374	+13%	+$182K	0.54%	18
2023 Q3	$1.41M	Buy	26,154 +7,285	+39%	+$401K	0.56%	18
2023 Q2	$1.04M	Buy	18,869 +9,638	+104%	+$526K	0.45%	20
2023 Q1	$504K	Buy	9,231 +4,594	+99%	+$249K	0.24%	31
2022 Q4	$253K	Buy	+4,637	New	+$252K	0.14%	37

Other funds holding JEPI

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Scott Capital Advisors's JEPI Position: Q2 2026 in Review

Scott Capital Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3% in Q2 2026, buying an estimated $265K and bringing the position to 162,601 shares worth $9.18M. The position accounts for 1.44% of the portfolio, ranked #19.

Scott Capital Advisors first reported a position in JEPI in Q4 2022 and has held it in 15 quarters since. 499 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Scott Capital Advisors held 162,601 shares of JPMorgan Equity Premium Income ETF worth $9.18M as of Q2 2026.
Scott Capital Advisors bought 4,697 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $265K.
JPMorgan Equity Premium Income ETF made up 1.44% of Scott Capital Advisors's portfolio in Q2 2026, its #19 holding.
Scott Capital Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
499 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.