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

Tactive 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	$919K	Buy	16,277 +487	+3%	+$27.5K	0.23%	92
2026 Q1	$895K	Sell	15,790 -998	-6%	-$58.1K	0.25%	91
2025 Q4	$961K	Buy	16,788 +116	+0.7%	+$6.62K	0.28%	86
2025 Q3	$952K	Buy	16,672 +511	+3%	+$29K	0.27%	90
2025 Q2	$919K	Buy	+16,161	New	+$895K	0.3%	84

Other funds holding JEPI

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Tactive Advisors's JEPI Position: Q2 2026 in Review

Tactive Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.1% in Q2 2026, buying an estimated $27.5K and bringing the position to 16,277 shares worth $919K. The position accounts for 0.23% of the portfolio, ranked #92.

Tactive Advisors first reported a position in JEPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $961K in Q4 2025. 453 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Tactive Advisors held 16,277 shares of JPMorgan Equity Premium Income ETF worth $919K as of Q2 2026.
Tactive Advisors bought 487 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $27.5K.
JPMorgan Equity Premium Income ETF made up 0.23% of Tactive Advisors's portfolio in Q2 2026, its #92 holding.
Tactive Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
Tactive Advisors's JPMorgan Equity Premium Income ETF position peaked at $961K in Q4 2025.
453 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.