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 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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIC

Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sincerus Advisory's JEPI Position: Q2 2026 in Review

Sincerus Advisory increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.41% in Q2 2026, buying an estimated $1.81K and bringing the position to 7,875 shares worth $445K. The position accounts for 0.3% of the portfolio, ranked #54.

Sincerus Advisory first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $494K in Q4 2025. 377 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Sincerus Advisory held 7,875 shares of JPMorgan Equity Premium Income ETF worth $445K as of Q2 2026.
Sincerus Advisory bought 32 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.81K.
JPMorgan Equity Premium Income ETF made up 0.3% of Sincerus Advisory's portfolio in Q2 2026, its #54 holding.
Sincerus Advisory first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Sincerus Advisory's JPMorgan Equity Premium Income ETF position peaked at $494K in Q4 2025.
377 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.