Sunpointe’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sunpointe’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	$3.24M	Sell	57,425 -3,321	-5%	-$188K	0.92%	31
2026 Q1	$3.44M	Buy	60,746 +330	+0.5%	+$19.2K	1.13%	22
2025 Q4	$3.48M	Buy	60,416 +7,155	+13%	+$409K	1.16%	23
2025 Q3	$3.04M	Buy	53,261 +3,400	+7%	+$193K	1.1%	23
2025 Q2	$2.83M	Buy	49,861 +1,205	+2%	+$66.8K	1.12%	20
2025 Q1	$2.78M	Buy	48,656 +5,316	+12%	+$310K	1.48%	18
2024 Q4	$2.51M	Buy	43,340 +18,212	+72%	+$1.08M	1.26%	20
2024 Q3	$1.5M	Buy	25,128 +588	+2%	+$33.8K	1.23%	14
2024 Q2	$1.39M	Buy	24,540 +2,969	+14%	+$168K	0.9%	22
2024 Q1	$1.25M	Hold	21,571	–	–	1.39%	14
2023 Q4	$1.2M	Buy	+21,571	New	+$1.16M	1.52%	14

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

Sunpointe's JEPI Position: Q2 2026 in Review

Sunpointe reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.5% in Q2 2026, selling an estimated $188K and leaving 57,425 shares worth $3.24M. The position accounts for 0.92% of the portfolio, ranked #31.

Sunpointe first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.48M in Q4 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Sunpointe held 57,425 shares of JPMorgan Equity Premium Income ETF worth $3.24M as of Q2 2026.
Sunpointe sold 3,321 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $188K.
JPMorgan Equity Premium Income ETF made up 0.92% of Sunpointe's portfolio in Q2 2026, its #31 holding.
Sunpointe first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
Sunpointe's JPMorgan Equity Premium Income ETF position peaked at $3.48M in Q4 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.