Stonebridge Financial Group (Pennsylvania)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$6.49M	Sell	114,877 -34,108	-23%	-$1.93M	0.49%	54
2026 Q1	$8.44M	Buy	148,985 +21,045	+16%	+$1.22M	0.69%	39
2025 Q4	$7.32M	Buy	127,940 +4,643	+4%	+$265K	0.63%	39
2025 Q3	$7.04M	Buy	123,297 +4,871	+4%	+$277K	0.62%	39
2025 Q2	$6.73M	Sell	118,426 -52,317	-31%	-$2.9M	0.65%	37
2025 Q1	$9.76M	Sell	170,743 -55,391	-24%	-$3.23M	1.04%	28
2024 Q4	$13M	Buy	+226,134	New	+$13.4M	1.43%	19

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Stonebridge Financial Group (Pennsylvania)'s JEPI Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 23% in Q2 2026, selling an estimated $1.93M and leaving 114,877 shares worth $6.49M. The position accounts for 0.49% of the portfolio, ranked #54.

Stonebridge Financial Group (Pennsylvania) first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $13M in Q4 2024. 1,254 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 114,877 shares of JPMorgan Equity Premium Income ETF worth $6.49M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) sold 34,108 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.93M.
JPMorgan Equity Premium Income ETF made up 0.49% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #54 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Stonebridge Financial Group (Pennsylvania)'s JPMorgan Equity Premium Income ETF position peaked at $13M in Q4 2024.
1,254 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.