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Sound Income Strategies’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sound Income Strategies’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 		$1.9M Sell
33,554
-2,055
-6% -$116K 0.09% 157
2026
Q1 		$2.01M Buy
35,609
+3,160
+10% +$184K 0.1% 140
2025
Q4 		$1.9M Buy
32,449
+801
+3% +$45.7K 0.09% 145
2025
Q3 		$1.8M Sell
31,648
-2,833
-8% -$161K 0.1% 137
2025
Q2 		$1.96M Buy
34,481
+714
+2% +$39.6K 0.11% 127
2025
Q1 		$1.93M Buy
33,767
+12,453
+58% +$726K 0.11% 122
2024
Q4 		$1.23M Buy
21,314
+138
+0.7% +$8.19K 0.08% 130
2024
Q3 		$1.26M Sell
21,176
-1,500
-7% -$86.3K 0.08% 124
2024
Q2 		$1.29M Buy
22,676
+89
+0.4% +$5.03K 0.08% 125
2024
Q1 		$1.31M Sell
22,587
-2,843
-11% -$160K 0.1% 118
2023
Q4 		$1.4M Buy
25,430
+877
+4% +$47.3K 0.12% 107
2023
Q3 		$1.32M Buy
24,553
+850
+4% +$46.8K 0.11% 92
2023
Q2 		$1.31M Buy
23,703
+11,146
+89% +$609K 0.13% 90
2023
Q1 		$686K Buy
+12,557
New +$681K 0.07% 104

Other funds holding JEPI

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sound Income Strategies's JEPI Position: Q2 2026 in Review

Sound Income Strategies reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.8% in Q2 2026, selling an estimated $116K and leaving 33,554 shares worth $1.9M. The position accounts for 0.09% of the portfolio, ranked #157.

Sound Income Strategies first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.01M in Q1 2026. 1,177 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Sound Income Strategies held 33,554 shares of JPMorgan Equity Premium Income ETF worth $1.9M as of Q2 2026.
  • Sound Income Strategies sold 2,055 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $116K.
  • JPMorgan Equity Premium Income ETF made up 0.09% of Sound Income Strategies's portfolio in Q2 2026, its #157 holding.
  • Sound Income Strategies first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Sound Income Strategies's JPMorgan Equity Premium Income ETF position peaked at $2.01M in Q1 2026.
  • 1,177 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.