Southland Equity Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Southland Equity Partners’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	$310K	Sell	5,484 -272	-5%	-$15.4K	0.05%	234
2026 Q1	$326K	Sell	5,756 -857	-13%	-$49.9K	0.06%	205
2025 Q4	$379K	Sell	6,613 -487	-7%	-$27.8K	0.07%	179
2025 Q3	$405K	Buy	7,100 +138	+2%	+$7.84K	0.08%	158
2025 Q2	$396K	Sell	6,962 -599	-8%	-$33.2K	0.09%	148
2025 Q1	$432K	Buy	7,561 +26	+0.3%	+$1.51K	0.1%	136
2024 Q4	$433K	Buy	7,535 +340	+5%	+$20.2K	0.1%	132
2024 Q3	$428K	Sell	7,195 -1,855	-20%	-$107K	0.1%	134
2024 Q2	$513K	Sell	9,050 -578	-6%	-$32.7K	0.15%	95
2024 Q1	$557K	Sell	9,628 -18	-0.2%	-$1.01K	0.16%	89
2023 Q4	$530K	Buy	9,646 +3,760	+64%	+$203K	0.17%	87
2023 Q3	$315K	Buy	5,886 +2,203	+60%	+$121K	0.11%	131
2023 Q2	$204K	Buy	+3,683	New	+$201K	0.07%	179

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

Southland Equity Partners's JEPI Position: Q2 2026 in Review

Southland Equity Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.7% in Q2 2026, selling an estimated $15.4K and leaving 5,484 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #234.

Southland Equity Partners first reported a position in JEPI in Q2 2023 and has held it in 13 quarters since. The position peaked at $557K in Q1 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Southland Equity Partners held 5,484 shares of JPMorgan Equity Premium Income ETF worth $310K as of Q2 2026.
Southland Equity Partners sold 272 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $15.4K.
JPMorgan Equity Premium Income ETF made up 0.05% of Southland Equity Partners's portfolio in Q2 2026, its #234 holding.
Southland Equity Partners first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
Southland Equity Partners's JPMorgan Equity Premium Income ETF position peaked at $557K in Q1 2024.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.