VVP
JEPI icon

Venture Visionary Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Venture Visionary Partners’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
Q3 		$729K Buy
12,967
+2,222
+21% +$127K 0.02% 405
2026
Q2 		$607K Buy
10,745
+463
+5% +$26.1K 0.02% 441
2026
Q1 		$583K Sell
10,282
-317
-3% -$18.4K 0.02% 397
2025
Q4 		$607K Sell
10,599
-224
-2% -$12.8K 0.02% 396
2025
Q3 		$618K Sell
10,823
-27,727
-72% -$1.57M 0.02% 370
2025
Q2 		$2.19M Buy
38,550
+112
+0.3% +$6.2K 0.08% 185
2025
Q1 		$2.2M Buy
38,438
+4,313
+13% +$251K 0.09% 183
2024
Q4 		$1.96M Buy
34,125
+1,313
+4% +$78K 0.08% 187
2024
Q3 		$1.95M Sell
32,812
-174
-0.5% -$10K 0.08% 192
2024
Q2 		$1.87M Buy
32,986
+2,502
+8% +$142K 0.09% 200
2024
Q1 		$1.76M Buy
30,484
+14,080
+86% +$793K 0.08% 203
2023
Q4 		$902K Buy
+16,404
New +$884K 0.05% 267
2022
Q3 		– Sell
-18
Closed -$998 – 1019
2022
Q2 		$998 Buy
+18
New +$1.04K ﹤0.01% 1603

Other funds holding JEPI

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Venture Visionary Partners's JEPI Position: Q3 2026 in Review

Venture Visionary Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 21% in Q3 2026, buying an estimated $127K and bringing the position to 12,967 shares worth $729K. The position accounts for 0.02% of the portfolio, ranked #405.

Venture Visionary Partners first reported a position in JEPI in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.2M in Q1 2025. 74 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Venture Visionary Partners held 12,967 shares of JPMorgan Equity Premium Income ETF worth $729K as of Q3 2026.
  • Venture Visionary Partners bought 2,222 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $127K.
  • JPMorgan Equity Premium Income ETF made up 0.02% of Venture Visionary Partners's portfolio in Q3 2026, its #405 holding.
  • Venture Visionary Partners first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 13 quarters since.
  • Venture Visionary Partners's JPMorgan Equity Premium Income ETF position peaked at $2.2M in Q1 2025.
  • 74 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.