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Sequoia Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sequoia Financial 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 		$1.79M Buy
31,720
+409
+1% +$23.1K 0.01% 679
2026
Q1 		$1.77M Buy
31,311
+12,493
+66% +$727K 0.01% 653
2025
Q4 		$1.08M Sell
18,818
-1,536
-8% -$87.7K 0.01% 850
2025
Q3 		$1.16M Buy
20,354
+2,125
+12% +$121K 0.01% 715
2025
Q2 		$1.04M Sell
18,229
-3,274
-15% -$181K 0.01% 671
2025
Q1 		$1.23M Buy
21,503
+15,185
+240% +$885K 0.01% 554
2024
Q4 		$363K Buy
6,318
+75
+1% +$4.45K ﹤0.01% 935
2024
Q3 		$372K Sell
6,243
-9,737
-61% -$560K ﹤0.01% 872
2024
Q2 		$906K Buy
15,980
+4,524
+39% +$256K 0.01% 500
2024
Q1 		$663K Buy
11,456
+5,731
+100% +$323K 0.01% 596
2023
Q4 		$315K Buy
+5,725
New +$309K ﹤0.01% 908

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

Sequoia Financial Advisors's JEPI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.3% in Q2 2026, buying an estimated $23.1K and bringing the position to 31,720 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #679.

Sequoia Financial Advisors first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Sequoia Financial Advisors held 31,720 shares of JPMorgan Equity Premium Income ETF worth $1.79M as of Q2 2026.
  • Sequoia Financial Advisors bought 409 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $23.1K.
  • JPMorgan Equity Premium Income ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #679 holding.
  • Sequoia Financial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.