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

Tableaux’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 Q3	$210K	Sell	3,730 -294	-7%	-$16.8K	0.09%	114
2026 Q2	$227K	Sell	4,024 -366	-8%	-$20.7K	0.1%	108
2026 Q1	$249K	Sell	4,390 -20,392	-82%	-$1.19M	0.12%	97
2025 Q4	$1.41M	Sell	24,782 -71,480	-74%	-$4.08M	1%	27
2025 Q3	$5.5M	Buy	96,262 +30,658	+47%	+$1.74M	2.2%	14
2025 Q2	$3.73M	Buy	65,604 +26,424	+67%	+$1.46M	2.14%	15
2025 Q1	$2.24M	Buy	39,180 +35,450	+950%	+$2.07M	1.61%	16
2024 Q4	$215K	Buy	+3,730	New	+$221K	0.18%	64

Other funds holding JEPI

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return

Tableaux's JEPI Position: Q3 2026 in Review

Tableaux reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.3% in Q3 2026, selling an estimated $16.8K and leaving 3,730 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #114.

Tableaux first reported a position in JEPI in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.5M in Q3 2025. 495 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Tableaux held 3,730 shares of JPMorgan Equity Premium Income ETF worth $210K as of Q3 2026.
Tableaux sold 294 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $16.8K.
JPMorgan Equity Premium Income ETF made up 0.09% of Tableaux's portfolio in Q3 2026, its #114 holding.
Tableaux first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 8 quarters since.
Tableaux's JPMorgan Equity Premium Income ETF position peaked at $5.5M in Q3 2025.
495 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Tableaux's 13F filing for Q3 2026, filed 23 Oct 2026.