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

Studio 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	$3.05M	Buy	54,050 +3,034	+6%	+$171K	0.52%	39
2026 Q1	$2.89M	Buy	51,016 +32,634	+178%	+$1.9M	0.52%	40
2025 Q4	$1.06M	Buy	18,382 +1,308	+8%	+$74.7K	0.19%	76
2025 Q3	$975K	Buy	17,074 +488	+3%	+$27.7K	0.18%	77
2025 Q2	$943K	Buy	16,586 +2,171	+15%	+$120K	0.19%	79
2025 Q1	$824K	Buy	+14,415	New	+$840K	0.17%	81

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

Studio Investment Management's JEPI Position: Q2 2026 in Review

Studio Investment Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.9% in Q2 2026, buying an estimated $171K and bringing the position to 54,050 shares worth $3.05M. The position accounts for 0.52% of the portfolio, ranked #39.

Studio Investment Management first reported a position in JEPI in Q1 2025 and has held it in 6 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Studio Investment Management held 54,050 shares of JPMorgan Equity Premium Income ETF worth $3.05M as of Q2 2026.
Studio Investment Management bought 3,034 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $171K.
JPMorgan Equity Premium Income ETF made up 0.52% of Studio Investment Management's portfolio in Q2 2026, its #39 holding.
Studio Investment Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.