SRH Advisors
JEPI icon

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

SRH 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 		$100K Buy
1,780
+1,500
+536% +$85.6K 0.03% 106
2026
Q2 		$15.8K Hold
280
– – ﹤0.01% 195
2026
Q1 		$15.9K Hold
280
– – ﹤0.01% 196
2025
Q4 		$16K Hold
280
– – ﹤0.01% 195
2025
Q3 		$16K Hold
280
– – ﹤0.01% 183
2025
Q2 		$15.9K Buy
+280
New +$15.5K ﹤0.01% 182

Other funds holding JEPI

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nottingham Advisors
Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

SRH Advisors's JEPI Position: Q3 2026 in Review

SRH Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 536% in Q3 2026, buying an estimated $85.6K and bringing the position to 1,780 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #106.

SRH Advisors first reported a position in JEPI in Q2 2025 and has held it in 6 quarters since. 671 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • SRH Advisors held 1,780 shares of JPMorgan Equity Premium Income ETF worth $100K as of Q3 2026.
  • SRH Advisors bought 1,500 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $85.6K.
  • JPMorgan Equity Premium Income ETF made up 0.03% of SRH Advisors's portfolio in Q3 2026, its #106 holding.
  • SRH Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 6 quarters since.
  • 671 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.