Sincerus Advisory’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sincerus Advisory’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 Q3	$450K	Buy	8,011 +136	+2%	+$7.76K	0.29%	58
2026 Q2	$445K	Buy	7,875 +32	+0.4%	+$1.81K	0.3%	54
2026 Q1	$445K	Sell	7,843 -784	-9%	-$45.6K	0.34%	48
2025 Q4	$494K	Buy	8,627 +23	+0.3%	+$1.31K	0.4%	46
2025 Q3	$491K	Buy	8,604 +15	+0.2%	+$852	0.42%	44
2025 Q2	$492K	Buy	8,589 +2,014	+31%	+$112K	0.46%	43
2025 Q1	$376K	Buy	6,575 +108	+2%	+$6.29K	0.4%	46
2024 Q4	$372K	Buy	+6,467	New	+$384K	0.4%	45

Other funds holding JEPI

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Sincerus Advisory's JEPI Position: Q3 2026 in Review

Sincerus Advisory increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.7% in Q3 2026, buying an estimated $7.76K and bringing the position to 8,011 shares worth $450K. The position accounts for 0.29% of the portfolio, ranked #58.

Sincerus Advisory first reported a position in JEPI in Q4 2024 and has held it in 8 quarters since. The position peaked at $494K in Q4 2025. 615 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Sincerus Advisory held 8,011 shares of JPMorgan Equity Premium Income ETF worth $450K as of Q3 2026.
Sincerus Advisory bought 136 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $7.76K.
JPMorgan Equity Premium Income ETF made up 0.29% of Sincerus Advisory's portfolio in Q3 2026, its #58 holding.
Sincerus Advisory first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 8 quarters since.
Sincerus Advisory's JPMorgan Equity Premium Income ETF position peaked at $494K in Q4 2025.
615 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.