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

Strategic Investment Solutions’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	$5.32K	Buy	73 +1	+1%	+$56	﹤0.01%	498
2026 Q1	$4.06K	Buy	72 +11	+18%	+$640	﹤0.01%	506
2025 Q4	$3.52K	Buy	61 +4	+7%	+$228	﹤0.01%	505
2025 Q3	$3.27K	Sell	57 -166	-74%	-$9.43K	﹤0.01%	484
2025 Q2	$12.7K	Buy	223 +6	+3%	+$332	﹤0.01%	331
2025 Q1	$12.4K	Buy	217 +179	+471%	+$10.4K	﹤0.01%	340
2024 Q4	$2.77K	Buy	38 +1	+3%	+$59	﹤0.01%	510
2024 Q3	$2.23K	Buy	+37	New	+$2.13K	﹤0.01%	495

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 Investment Solutions's JEPI Position: Q2 2026 in Review

Strategic Investment Solutions increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.4% in Q2 2026, buying an estimated $56 and bringing the position to 73 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Strategic Investment Solutions first reported a position in JEPI in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.7K in Q2 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Strategic Investment Solutions held 73 shares of JPMorgan Equity Premium Income ETF worth $5.32K as of Q2 2026.
Strategic Investment Solutions bought 1 JPMorgan Equity Premium Income ETF share in Q2 2026, an estimated $56.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #498 holding.
Strategic Investment Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
Strategic Investment Solutions's JPMorgan Equity Premium Income ETF position peaked at $12.7K in Q2 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.