United Advisor Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

United Advisor Group’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	$3.33M	Sell	58,917 -305	-0.5%	-$17.2K	0.35%	74
2026 Q1	$3.36M	Buy	59,222 +4,422	+8%	+$257K	0.41%	58
2025 Q4	$3.14M	Sell	54,800 -2,522	-4%	-$144K	0.39%	63
2025 Q3	$3.27M	Buy	57,322 +17,120	+43%	+$972K	0.44%	57
2025 Q2	$2.29M	Sell	40,202 -1,283	-3%	-$71.1K	0.4%	67
2025 Q1	$2.37M	Sell	41,485 -495	-1%	-$28.8K	0.49%	55
2024 Q4	$2.42M	Buy	41,980 +14,637	+54%	+$869K	0.48%	51
2024 Q3	$1.63M	Buy	27,343 +7,104	+35%	+$409K	0.37%	68
2024 Q2	$1.15M	Buy	20,239 +5,227	+35%	+$296K	0.36%	71
2024 Q1	$869K	Buy	+15,012	New	+$846K	0.33%	83

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

United Advisor Group's JEPI Position: Q2 2026 in Review

United Advisor Group reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.52% in Q2 2026, selling an estimated $17.2K and leaving 58,917 shares worth $3.33M. The position accounts for 0.35% of the portfolio, ranked #74.

United Advisor Group first reported a position in JEPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.36M in Q1 2026. 1,411 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

United Advisor Group held 58,917 shares of JPMorgan Equity Premium Income ETF worth $3.33M as of Q2 2026.
United Advisor Group sold 305 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $17.2K.
JPMorgan Equity Premium Income ETF made up 0.35% of United Advisor Group's portfolio in Q2 2026, its #74 holding.
United Advisor Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's JPMorgan Equity Premium Income ETF position peaked at $3.36M in Q1 2026.
1,411 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.