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Signature Estate & Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Signature Estate & Investment 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 		$2.95M Sell
52,249
-7,597
-13% -$429K 0.05% 145
2026
Q1 		$3.39M Sell
59,846
-1,976
-3% -$115K 0.07% 130
2025
Q4 		$3.54M Buy
61,822
+4,852
+9% +$277K 0.07% 121
2025
Q3 		$3.25M Buy
56,970
+27
+0% +$1.53K 0.07% 124
2025
Q2 		$3.24M Buy
56,943
+2,582
+5% +$143K 0.07% 116
2025
Q1 		$3.11M Buy
54,361
+5,716
+12% +$333K 0.08% 110
2024
Q4 		$2.8M Buy
48,645
+2,862
+6% +$170K 0.07% 107
2024
Q3 		$2.72M Buy
45,783
+7,137
+18% +$411K 0.06% 104
2024
Q2 		$2.19M Buy
38,646
+9,268
+32% +$524K 0.05% 126
2024
Q1 		$1.7M Buy
29,378
+3,488
+13% +$197K 0.05% 77
2023
Q4 		$1.42M Buy
25,890
+3,735
+17% +$201K 0.04% 86
2023
Q3 		$1.19M Sell
22,155
-3,118
-12% -$172K 0.04% 86
2023
Q2 		$1.4M Sell
25,273
-4,039
-14% -$221K 0.05% 86
2023
Q1 		$1.6M Buy
29,312
+12,366
+73% +$671K 0.06% 80
2022
Q4 		$923K Buy
16,946
+7,818
+86% +$425K 0.03% 100
2022
Q3 		$468K Buy
9,128
+442
+5% +$24.6K 0.02% 117
2022
Q2 		$482K Buy
+8,686
New +$503K 0.02% 117

Other funds holding JEPI

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Signature Estate & Investment Advisors's JEPI Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 13% in Q2 2026, selling an estimated $429K and leaving 52,249 shares worth $2.95M. The position accounts for 0.05% of the portfolio, ranked #145.

Signature Estate & Investment Advisors first reported a position in JEPI in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.54M in Q4 2025. 1,047 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Signature Estate & Investment Advisors held 52,249 shares of JPMorgan Equity Premium Income ETF worth $2.95M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 7,597 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $429K.
  • JPMorgan Equity Premium Income ETF made up 0.05% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #145 holding.
  • Signature Estate & Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Signature Estate & Investment Advisors's JPMorgan Equity Premium Income ETF position peaked at $3.54M in Q4 2025.
  • 1,047 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.