Stone House Investment Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Stone House Investment Management’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	$300K	Buy	5,315 +2,783	+110%	+$157K	0.04%	68
2026 Q1	$144K	Hold	2,532	–	–	0.03%	99
2025 Q4	$145K	Buy	2,532 +321	+15%	+$18.3K	0.02%	96
2025 Q3	$126K	Buy	+2,211	New	+$126K	0.02%	102
2025 Q2	–	Sell	-4,294	Closed	-$245K	–	547
2025 Q1	$245K	Buy	+4,294	New	+$250K	0.05%	53

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 22.9% 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

Stone House Investment Management's JEPI Position: Q2 2026 in Review

Stone House Investment Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 110% in Q2 2026, buying an estimated $157K and bringing the position to 5,315 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #68.

Stone House Investment Management first reported a position in JEPI in Q1 2025 and has held it in 5 quarters since. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Stone House Investment Management held 5,315 shares of JPMorgan Equity Premium Income ETF worth $300K as of Q2 2026.
Stone House Investment Management bought 2,783 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $157K.
JPMorgan Equity Premium Income ETF made up 0.04% of Stone House Investment Management's portfolio in Q2 2026, its #68 holding.
Stone House Investment Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 5 quarters since.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.