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

Sulzberger Capital 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	$8.26M	Buy	146,306 +16,048	+12%	+$906K	8.07%	2
2026 Q1	$7.38M	Buy	130,258 +59,192	+83%	+$3.44M	7.53%	2
2025 Q4	$4.07M	Buy	71,066 +16,603	+30%	+$948K	4.11%	6
2025 Q3	$3.11M	Buy	54,463 +3,651	+7%	+$207K	3.47%	8
2025 Q2	$2.89M	Sell	50,812 -8,796	-15%	-$487K	3.38%	6
2025 Q1	$3.41M	Sell	59,608 -28,915	-33%	-$1.68M	4.48%	6
2024 Q4	$5.09M	Buy	+88,523	New	+$5.26M	5.76%	6

Other funds holding JEPI

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Sulzberger Capital Advisors's JEPI Position: Q2 2026 in Review

Sulzberger Capital Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 12% in Q2 2026, buying an estimated $906K and bringing the position to 146,306 shares worth $8.26M. The position accounts for 8.07% of the portfolio, ranked #2.

Sulzberger Capital Advisors first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Sulzberger Capital Advisors held 146,306 shares of JPMorgan Equity Premium Income ETF worth $8.26M as of Q2 2026.
Sulzberger Capital Advisors bought 16,048 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $906K.
JPMorgan Equity Premium Income ETF made up 8.07% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #2 holding.
Sulzberger Capital Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
256 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.