Skyline Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Skyline Advisors’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	$532K	Sell	9,426 -1,502	-14%	-$84.8K	0.17%	73
2026 Q1	$619K	Sell	10,928 -5,136	-32%	-$299K	0.22%	61
2025 Q4	$919K	Buy	16,064 +1,351	+9%	+$77.1K	0.31%	38
2025 Q3	$840K	Buy	14,713 +117	+0.8%	+$6.64K	0.29%	38
2025 Q2	$830K	Buy	14,596 +201	+1%	+$11.1K	0.31%	41
2025 Q1	$823K	Buy	14,395 +3,039	+27%	+$177K	0.32%	35
2024 Q4	$653K	Buy	+11,356	New	+$674K	0.25%	40

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

Skyline Advisors's JEPI Position: Q2 2026 in Review

Skyline Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 14% in Q2 2026, selling an estimated $84.8K and leaving 9,426 shares worth $532K. The position accounts for 0.17% of the portfolio, ranked #73.

Skyline Advisors first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $919K in Q4 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Skyline Advisors held 9,426 shares of JPMorgan Equity Premium Income ETF worth $532K as of Q2 2026.
Skyline Advisors sold 1,502 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $84.8K.
JPMorgan Equity Premium Income ETF made up 0.17% of Skyline Advisors's portfolio in Q2 2026, its #73 holding.
Skyline Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Skyline Advisors's JPMorgan Equity Premium Income ETF position peaked at $919K in Q4 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.