SkyOak Wealth’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

SkyOak Wealth’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	$4.41M	Buy	78,136 +19,297	+33%	+$1.09M	0.72%	36
2026 Q1	$3.33M	Buy	58,839 +2,576	+5%	+$150K	0.61%	42
2025 Q4	$3.22M	Sell	56,263 -9,480	-14%	-$541K	0.58%	45
2025 Q3	$3.75M	Buy	65,743 +7,796	+13%	+$443K	0.71%	39
2025 Q2	$3.29M	Buy	57,947 +1,977	+4%	+$110K	0.66%	41
2025 Q1	$3.2M	Buy	55,970 +6,194	+12%	+$361K	0.7%	38
2024 Q4	$2.86M	Buy	49,776 +8,671	+21%	+$515K	0.61%	45
2024 Q3	$2.45M	Buy	41,105 +7,053	+21%	+$406K	0.54%	50
2024 Q2	$1.93M	Buy	34,052 +996	+3%	+$56.3K	0.45%	56
2024 Q1	$1.91M	Buy	33,056 +4,595	+16%	+$259K	0.46%	55
2023 Q4	$1.56M	Buy	28,461 +14,244	+100%	+$768K	0.41%	58
2023 Q3	$761K	Buy	14,217 +1,214	+9%	+$66.9K	0.22%	86
2023 Q2	$719K	Buy	13,003 +2,778	+27%	+$152K	0.2%	94
2023 Q1	$558K	Buy	10,225 +5,581	+120%	+$303K	0.17%	108
2022 Q4	$253K	Buy	4,644 +144	+3%	+$7.82K	0.09%	176
2022 Q3	$231K	Buy	+4,500	New	+$250K	0.08%	180

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

SkyOak Wealth's JEPI Position: Q2 2026 in Review

SkyOak Wealth increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 33% in Q2 2026, buying an estimated $1.09M and bringing the position to 78,136 shares worth $4.41M. The position accounts for 0.72% of the portfolio, ranked #36.

SkyOak Wealth first reported a position in JEPI in Q3 2022 and has held it in 16 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

SkyOak Wealth held 78,136 shares of JPMorgan Equity Premium Income ETF worth $4.41M as of Q2 2026.
SkyOak Wealth bought 19,297 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.09M.
JPMorgan Equity Premium Income ETF made up 0.72% of SkyOak Wealth's portfolio in Q2 2026, its #36 holding.
SkyOak Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.