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SJS Investment Consulting’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

SJS Investment Consulting’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 		$227K Buy
+4,013
New +$227K 0.02% 155
2024
Q1 		– Sell
-9
Closed -$495 – 1669
2023
Q4 		$495 Buy
+9
New +$485 ﹤0.01% 1255

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SJS Investment Consulting's JEPI Position: Q2 2026 in Review

SJS Investment Consulting opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 4,013 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #155 among its holdings. This is a return to the name: SJS Investment Consulting previously reported a position in JEPI as recently as Q4 2023.

SJS Investment Consulting first reported a position in JEPI in Q4 2023 and has held it in 2 quarters since. 1,411 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • SJS Investment Consulting held 4,013 shares of JPMorgan Equity Premium Income ETF worth $227K as of Q2 2026.
  • JPMorgan Equity Premium Income ETF was a new SJS Investment Consulting position in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.02% of SJS Investment Consulting's portfolio in Q2 2026, its #155 holding.
  • SJS Investment Consulting first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 2 quarters since.
  • 1,411 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.