Thurston Springer Miller Herd & Titak’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Thurston Springer Miller Herd & Titak’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	$220K	Buy	3,891 +4	+0.1%	+$226	0.08%	235
2026 Q1	$220K	Sell	3,887 -1,097	-22%	-$63.8K	0.09%	240
2025 Q4	$285K	Buy	4,984 +3,709	+291%	+$212K	0.1%	199
2025 Q3	$72.8K	Sell	1,275 -35,395	-97%	-$2.01M	0.14%	173
2025 Q2	$2.08M	Sell	36,670 -1,461	-4%	-$80.9K	0.27%	97
2025 Q1	$2.18M	Buy	38,131 +13,781	+57%	+$803K	0.37%	73
2024 Q4	$1.4M	Buy	24,350 +10,569	+77%	+$628K	0.28%	89
2024 Q3	$820K	Buy	13,781 +18	+0.1%	+$1.03K	0.23%	115
2024 Q2	$780K	Buy	+13,763	New	+$778K	0.24%	102

Other funds holding JEPI

CWS

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's JEPI Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.1% in Q2 2026, buying an estimated $226 and bringing the position to 3,891 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #235.

Thurston Springer Miller Herd & Titak first reported a position in JEPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.18M in Q1 2025. 611 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Thurston Springer Miller Herd & Titak held 3,891 shares of JPMorgan Equity Premium Income ETF worth $220K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 4 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $226.
JPMorgan Equity Premium Income ETF made up 0.08% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #235 holding.
Thurston Springer Miller Herd & Titak first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's JPMorgan Equity Premium Income ETF position peaked at $2.18M in Q1 2025.
611 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.