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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

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 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. 256 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.
  • 256 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.