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 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

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

Venture Visionary Partners's JEPI Position: Q2 2026 in Review

Venture Visionary Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.5% in Q2 2026, buying an estimated $26.1K and bringing the position to 10,745 shares worth $607K. The position accounts for 0.02% of the portfolio, ranked #441.

Venture Visionary Partners first reported a position in JEPI in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.2M in Q1 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Venture Visionary Partners held 10,745 shares of JPMorgan Equity Premium Income ETF worth $607K as of Q2 2026.
Venture Visionary Partners bought 463 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $26.1K.
JPMorgan Equity Premium Income ETF made up 0.02% of Venture Visionary Partners's portfolio in Q2 2026, its #441 holding.
Venture Visionary Partners first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 12 quarters since.
Venture Visionary Partners's JPMorgan Equity Premium Income ETF position peaked at $2.2M in Q1 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.