Vise Technologies’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Vise Technologies’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	$4.31M	Buy	76,285 +13,086	+21%	+$739K	0.05%	313
2026 Q1	$3.62M	Hold	63,199	–	–	0.07%	227
2025 Q4	$3.62M	Buy	63,199 +53,331	+540%	+$3.05M	0.07%	228
2025 Q3	$563K	Sell	9,868 -59,943	-86%	-$3.4M	0.02%	621
2025 Q2	$3.97M	Buy	+69,811	New	+$3.87M	0.16%	138
2024 Q4	$1.73M	Buy	30,158 +16,616	+123%	+$987K	0.14%	152
2024 Q3	$806K	Buy	13,542 +2,877	+27%	+$165K	0.1%	194
2024 Q2	$605K	Sell	10,665 -2,177	-17%	-$123K	0.11%	199
2024 Q1	$743K	Buy	12,842 +7,623	+146%	+$429K	0.15%	146
2023 Q4	$287K	Buy	+5,219	New	+$281K	0.06%	281

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 22.9% 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

Vise Technologies's JEPI Position: Q2 2026 in Review

Vise Technologies increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 21% in Q2 2026, buying an estimated $739K and bringing the position to 76,285 shares worth $4.31M. The position accounts for 0.05% of the portfolio, ranked #313.

Vise Technologies first reported a position in JEPI in Q4 2023 and has held it in 10 quarters since. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Vise Technologies held 76,285 shares of JPMorgan Equity Premium Income ETF worth $4.31M as of Q2 2026.
Vise Technologies bought 13,086 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $739K.
JPMorgan Equity Premium Income ETF made up 0.05% of Vise Technologies's portfolio in Q2 2026, its #313 holding.
Vise Technologies first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.