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JEPI icon

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
Q3 		$896K Sell
15,930
-347
-2% -$19.8K 0.22% 98
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

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Tactive Advisors's JEPI Position: Q3 2026 in Review

Tactive Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.1% in Q3 2026, selling an estimated $19.8K and leaving 15,930 shares worth $896K. The position accounts for 0.22% of the portfolio, ranked #98.

Tactive Advisors first reported a position in JEPI in Q2 2025 and has held it in 6 quarters since. The position peaked at $961K in Q4 2025. 74 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Tactive Advisors held 15,930 shares of JPMorgan Equity Premium Income ETF worth $896K as of Q3 2026.
  • Tactive Advisors sold 347 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $19.8K.
  • JPMorgan Equity Premium Income ETF made up 0.22% of Tactive Advisors's portfolio in Q3 2026, its #98 holding.
  • Tactive Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 6 quarters since.
  • Tactive Advisors's JPMorgan Equity Premium Income ETF position peaked at $961K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.