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

Soltis Investment 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	$6.44M	Buy	114,039 +44,088	+63%	+$2.49M	0.36%	70
2026 Q1	$3.96M	Sell	69,951 -7,977	-10%	-$464K	0.25%	103
2025 Q4	$4.46M	Buy	77,928 +18,152	+30%	+$1.04M	0.29%	82
2025 Q3	$3.41M	Buy	59,776 +55,404	+1,267%	+$3.15M	0.24%	100
2025 Q2	$249K	Buy	4,372 +293	+7%	+$16.2K	0.02%	352
2025 Q1	$233K	Buy	+4,079	New	+$238K	0.02%	327
2024 Q4	–	Sell	-4,262	Closed	-$254K	–	380
2024 Q3	$254K	Buy	+4,262	New	+$245K	0.02%	304

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 22.9% 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

Soltis Investment Advisors's JEPI Position: Q2 2026 in Review

Soltis Investment Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 63% in Q2 2026, buying an estimated $2.49M and bringing the position to 114,039 shares worth $6.44M. The position accounts for 0.36% of the portfolio, ranked #70.

Soltis Investment Advisors first reported a position in JEPI in Q3 2024 and has held it in 7 quarters since. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Soltis Investment Advisors held 114,039 shares of JPMorgan Equity Premium Income ETF worth $6.44M as of Q2 2026.
Soltis Investment Advisors bought 44,088 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $2.49M.
JPMorgan Equity Premium Income ETF made up 0.36% of Soltis Investment Advisors's portfolio in Q2 2026, its #70 holding.
Soltis Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 7 quarters since.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.