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

Ulland Investment 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 		$5.2M Buy
91,995
+3,660
+4% +$207K 3.83% 8
2026
Q1 		$5.01M Sell
88,335
-1,210
-1% -$70.4K 4.29% 6
2025
Q4 		$5.13M Sell
89,545
-1,593
-2% -$91K 4.1% 7
2025
Q3 		$5.2M Sell
91,138
-2,596
-3% -$147K 3.92% 7
2025
Q2 		$5.33M Buy
93,734
+15,901
+20% +$881K 4.07% 8
2025
Q1 		$4.45M Buy
77,833
+77,303
+14,585% +$4.5M 3.72% 7
2024
Q4 		$31K Buy
+530
New +$31.5K 0.02% 131

Other funds holding JEPI

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
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Ulland Investment Advisors's JEPI Position: Q2 2026 in Review

Ulland Investment Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.1% in Q2 2026, buying an estimated $207K and bringing the position to 91,995 shares worth $5.2M. The position accounts for 3.83% of the portfolio, ranked #8.

Ulland Investment Advisors first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.33M in Q2 2025. 256 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Ulland Investment Advisors held 91,995 shares of JPMorgan Equity Premium Income ETF worth $5.2M as of Q2 2026.
  • Ulland Investment Advisors bought 3,660 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $207K.
  • JPMorgan Equity Premium Income ETF made up 3.83% of Ulland Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • Ulland Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Ulland Investment Advisors's JPMorgan Equity Premium Income ETF position peaked at $5.33M in Q2 2025.
  • 256 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.