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

Strategic 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 Q2	$1.25M	Buy	22,173 +260	+1%	+$14.7K	0.27%	60
2026 Q1	$1.24M	Buy	21,913 +2,166	+11%	+$126K	0.21%	94
2025 Q4	$1.13M	Buy	19,747 +2,774	+16%	+$158K	0.18%	100
2025 Q3	$969K	Buy	16,973 +6,274	+59%	+$356K	0.16%	109
2025 Q2	$608K	Buy	10,699 +3,503	+49%	+$194K	0.12%	105
2025 Q1	$411K	Buy	7,196 +296	+4%	+$17.2K	0.08%	143
2024 Q4	$397K	Buy	+6,900	New	+$410K	0.07%	147

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

Strategic Advisors's JEPI Position: Q2 2026 in Review

Strategic Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.2% in Q2 2026, buying an estimated $14.7K and bringing the position to 22,173 shares worth $1.25M. The position accounts for 0.27% of the portfolio, ranked #60.

Strategic Advisors first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Strategic Advisors held 22,173 shares of JPMorgan Equity Premium Income ETF worth $1.25M as of Q2 2026.
Strategic Advisors bought 260 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $14.7K.
JPMorgan Equity Premium Income ETF made up 0.27% of Strategic Advisors's portfolio in Q2 2026, its #60 holding.
Strategic Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.