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

Stablepoint 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	$457K	Sell	8,092 -288	-3%	-$16.3K	0.06%	199
2026 Q1	$475K	Buy	8,380 +1,246	+17%	+$72.5K	0.07%	187
2025 Q4	$408K	Buy	7,134 +424	+6%	+$24.2K	0.06%	192
2025 Q3	$383K	Buy	6,710 +148	+2%	+$8.4K	0.06%	204
2025 Q2	$373K	Sell	6,562 -83	-1%	-$4.6K	0.06%	200
2025 Q1	$380K	Sell	6,645 -132	-2%	-$7.69K	0.07%	199
2024 Q4	$390K	Sell	6,777 -192	-3%	-$11.4K	0.07%	193
2024 Q3	$415K	Sell	6,969 -5,844	-46%	-$336K	0.08%	190
2024 Q2	$731K	Sell	12,813 -7,466	-37%	-$422K	0.14%	154
2024 Q1	$1.17M	Buy	20,279 +3,546	+21%	+$200K	0.24%	119
2023 Q4	$920K	Buy	+16,733	New	+$902K	0.24%	116

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

Stablepoint Partners's JEPI Position: Q2 2026 in Review

Stablepoint Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.4% in Q2 2026, selling an estimated $16.3K and leaving 8,092 shares worth $457K. The position accounts for 0.06% of the portfolio, ranked #199.

Stablepoint Partners first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q1 2024. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Stablepoint Partners held 8,092 shares of JPMorgan Equity Premium Income ETF worth $457K as of Q2 2026.
Stablepoint Partners sold 288 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $16.3K.
JPMorgan Equity Premium Income ETF made up 0.06% of Stablepoint Partners's portfolio in Q2 2026, its #199 holding.
Stablepoint Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
Stablepoint Partners's JPMorgan Equity Premium Income ETF position peaked at $1.17M in Q1 2024.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.