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 Q3	$442K	Sell	7,858 -1,568	-17%	-$89.4K	0.14%	80
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Skyline Advisors's JEPI Position: Q3 2026 in Review

Skyline Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 17% in Q3 2026, selling an estimated $89.4K and leaving 7,858 shares worth $442K. The position accounts for 0.14% of the portfolio, ranked #80.

Skyline Advisors first reported a position in JEPI in Q4 2024 and has held it in 8 quarters since. The position peaked at $919K in Q4 2025. 916 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Skyline Advisors held 7,858 shares of JPMorgan Equity Premium Income ETF worth $442K as of Q3 2026.
Skyline Advisors sold 1,568 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $89.4K.
JPMorgan Equity Premium Income ETF made up 0.14% of Skyline Advisors's portfolio in Q3 2026, its #80 holding.
Skyline Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 8 quarters since.
Skyline Advisors's JPMorgan Equity Premium Income ETF position peaked at $919K in Q4 2025.
916 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Skyline Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.