Sentinel Pension Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sentinel Pension 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	$374K	Buy	6,619 +1,186	+22%	+$67K	0.05%	109
2026 Q1	$308K	Sell	5,433 -1,128	-17%	-$65.6K	0.05%	111
2025 Q4	$376K	Buy	6,561 +1,285	+24%	+$73.4K	0.06%	101
2025 Q3	$301K	Buy	5,276 +1,210	+30%	+$68.7K	0.05%	104
2025 Q2	$231K	Sell	4,066 -75	-2%	-$4.16K	0.04%	111
2025 Q1	$237K	Buy	4,141 +57	+1%	+$3.32K	0.04%	102
2024 Q4	$235K	Buy	4,084 +543	+15%	+$32.2K	0.04%	102
2024 Q3	$211K	Buy	+3,541	New	+$204K	0.04%	110
2024 Q2	–	Sell	-4,414	Closed	-$255K	–	114
2024 Q1	$255K	Buy	4,414 +307	+7%	+$17.3K	0.05%	88
2023 Q4	$226K	Buy	+4,107	New	+$221K	0.05%	89

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

Sentinel Pension Advisors's JEPI Position: Q2 2026 in Review

Sentinel Pension Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 22% in Q2 2026, buying an estimated $67K and bringing the position to 6,619 shares worth $374K. The position accounts for 0.05% of the portfolio, ranked #109.

Sentinel Pension Advisors first reported a position in JEPI in Q4 2023 and has held it in 10 quarters since. The position peaked at $376K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Sentinel Pension Advisors held 6,619 shares of JPMorgan Equity Premium Income ETF worth $374K as of Q2 2026.
Sentinel Pension Advisors bought 1,186 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $67K.
JPMorgan Equity Premium Income ETF made up 0.05% of Sentinel Pension Advisors's portfolio in Q2 2026, its #109 holding.
Sentinel Pension Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Sentinel Pension Advisors's JPMorgan Equity Premium Income ETF position peaked at $376K in Q4 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.