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United Capital Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

United Capital Financial 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 		$19.6M Buy
346,505
+60,954
+21% +$3.44M 0.11% 159
2026
Q1 		$16.2M Buy
285,551
+19,459
+7% +$1.13M 0.1% 165
2025
Q4 		$15.2M Buy
266,092
+224,212
+535% +$12.8M 0.09% 177
2025
Q3 		$2.39M Buy
41,880
+11,557
+38% +$656K 0.02% 427
2025
Q2 		$1.72M Buy
30,323
+1,935
+7% +$107K 0.01% 475
2025
Q1 		$1.62M Buy
28,388
+2,364
+9% +$138K 0.01% 468
2024
Q4 		$1.5M Buy
26,024
+1,333
+5% +$79.2K 0.01% 478
2024
Q3 		$1.47M Sell
24,691
-1,479
-6% -$85.1K 0.01% 463
2024
Q2 		$1.48M Sell
26,170
-7,823
-23% -$442K 0.01% 454
2024
Q1 		$1.97M Buy
33,993
+28,025
+470% +$1.58M 0.02% 431
2023
Q4 		$328K Buy
+5,968
New +$322K ﹤0.01% 838
2023
Q2 		– Sell
-21,180
Closed -$1.16M – 937
2023
Q1 		$1.16M Sell
21,180
-45,149
-68% -$2.45M 0.01% 544
2022
Q4 		$3.61M Sell
66,329
-12,238
-16% -$665K 0.02% 377
2022
Q3 		$4.03M Buy
78,567
+16,537
+27% +$920K 0.02% 355
2022
Q2 		$3.44M Buy
62,030
+30,182
+95% +$1.75M 0.02% 402
2022
Q1 		$1.96M Buy
31,848
+8,914
+39% +$540K 0.01% 518
2021
Q4 		$1.45M Buy
22,934
+1,686
+8% +$104K 0.01% 606
2021
Q3 		$1.27M Buy
+21,248
New +$1.31M 0.01% 614

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Capital Financial Advisors's JEPI Position: Q2 2026 in Review

United Capital Financial Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 21% in Q2 2026, buying an estimated $3.44M and bringing the position to 346,505 shares worth $19.6M. The position accounts for 0.11% of the portfolio, ranked #159.

United Capital Financial Advisors first reported a position in JEPI in Q3 2021 and has held it in 18 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • United Capital Financial Advisors held 346,505 shares of JPMorgan Equity Premium Income ETF worth $19.6M as of Q2 2026.
  • United Capital Financial Advisors bought 60,954 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $3.44M.
  • JPMorgan Equity Premium Income ETF made up 0.11% of United Capital Financial Advisors's portfolio in Q2 2026, its #159 holding.
  • United Capital Financial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 18 quarters since.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.