Tucker Asset Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Tucker Asset Management’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	$1.92M	Buy	34,008 +10,075	+42%	+$569K	0.47%	31
2026 Q1	$1.36M	Buy	23,933 +853	+4%	+$49.6K	0.41%	26
2025 Q4	$1.32M	Sell	23,080 -849	-4%	-$48.5K	0.38%	21
2025 Q3	$1.37M	Buy	23,929 +4,486	+23%	+$255K	0.41%	22
2025 Q2	$1.11M	Buy	19,443 +1,152	+6%	+$63.8K	0.35%	21
2025 Q1	$1.05M	Sell	18,291 -1,634	-8%	-$95.2K	0.34%	20
2024 Q4	$1.15M	Buy	19,925 +1,531	+8%	+$90.9K	0.12%	27
2024 Q3	$1.09M	Sell	18,394 -515	-3%	-$29.6K	0.25%	28
2024 Q2	$1.07M	Sell	18,909 -134	-0.7%	-$7.58K	0.23%	28
2024 Q1	$1.1M	Buy	19,043 +2,279	+14%	+$128K	0.25%	29
2023 Q4	$922K	Buy	16,764 +544	+3%	+$29.3K	0.23%	31
2023 Q3	$869K	Buy	16,220 +3,811	+31%	+$210K	0.23%	30
2023 Q2	$687K	Buy	12,409 +3,484	+39%	+$190K	0.2%	27
2023 Q1	$487K	Buy	+8,925	New	+$484K	0.15%	32

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tucker Asset Management's JEPI Position: Q2 2026 in Review

Tucker Asset Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 42% in Q2 2026, buying an estimated $569K and bringing the position to 34,008 shares worth $1.92M. The position accounts for 0.47% of the portfolio, ranked #31.

Tucker Asset Management first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Tucker Asset Management held 34,008 shares of JPMorgan Equity Premium Income ETF worth $1.92M as of Q2 2026.
Tucker Asset Management bought 10,075 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $569K.
JPMorgan Equity Premium Income ETF made up 0.47% of Tucker Asset Management's portfolio in Q2 2026, its #31 holding.
Tucker Asset Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.