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

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

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. 1,409 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.
1,409 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.