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Tepp RIA’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Tepp RIA’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 		$379K Buy
6,737
+57
+0.9% +$3.25K 0.26% 35
2026
Q2 		$377K Sell
6,680
-701
-9% -$39.6K 0.26% 36
2026
Q1 		$418K Buy
7,381
+1,373
+23% +$79.9K 0.33% 27
2025
Q4 		$344K Sell
6,008
-364
-6% -$20.8K 0.34% 27
2025
Q3 		$364K Buy
+6,372
New +$362K 0.41% 25

Other funds holding JEPI

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
SIC
Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Orrstown Financial Services
Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 13.19% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

Tepp RIA's JEPI Position: Q3 2026 in Review

Tepp RIA increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.85% in Q3 2026, buying an estimated $3.25K and bringing the position to 6,737 shares worth $379K. The position accounts for 0.26% of the portfolio, ranked #35.

Tepp RIA first reported a position in JEPI in Q3 2025 and has held it in 5 quarters since. The position peaked at $418K in Q1 2026. 315 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Tepp RIA held 6,737 shares of JPMorgan Equity Premium Income ETF worth $379K as of Q3 2026.
  • Tepp RIA bought 57 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $3.25K.
  • JPMorgan Equity Premium Income ETF made up 0.26% of Tepp RIA's portfolio in Q3 2026, its #35 holding.
  • Tepp RIA first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 5 quarters since.
  • Tepp RIA's JPMorgan Equity Premium Income ETF position peaked at $418K in Q1 2026.
  • 315 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Tepp RIA's 13F filing for Q3 2026, filed 14 Oct 2026.