Simplex Trading’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Simplex Trading’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	$2.26M	Buy	40,084 +32,432	+424%	+$1.83M	﹤0.01%	1904
2026 Q1	$434K	Buy	+7,652	New	+$445K	﹤0.01%	3444
2023 Q4	–	Sell	-5,726	Closed	-$306K	–	9317
2023 Q3	$306K	Buy	+5,726	New	+$316K	﹤0.01%	3923
2023 Q2	–	Sell	-30,406	Closed	-$1.66M	–	9453
2023 Q1	$1.66M	Buy	+30,406	New	+$1.65M	﹤0.01%	2097
2022 Q4	–	Sell	-4,991	Closed	-$255K	–	9785
2022 Q3	$255K	Buy	+4,991	New	+$278K	﹤0.01%	4285
2022 Q1	–	Sell	-4,296	Closed	-$271K	–	10905
2021 Q4	$271K	Buy	4,296 +3,010	+234%	+$185K	﹤0.01%	4727
2021 Q3	$77K	Hold	1,286	–	–	﹤0.01%	6975
2021 Q2	$77K	Buy	+1,286	New	+$76.4K	﹤0.01%	7097

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

Simplex Trading's JEPI Position: Q2 2026 in Review

Simplex Trading increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 424% in Q2 2026, buying an estimated $1.83M and bringing the position to 40,084 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Simplex Trading first reported a position in JEPI in Q2 2021 and has held it in 8 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Simplex Trading held 40,084 shares of JPMorgan Equity Premium Income ETF worth $2.26M as of Q2 2026.
Simplex Trading bought 32,432 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.83M.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #1904 holding.
Simplex Trading first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and has held it in 8 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.