VisionPoint Advisory Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

VisionPoint Advisory 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	$359K	Buy	6,358 +3	+0%	+$169	0.06%	318
2026 Q1	$360K	Buy	6,355 +1,284	+25%	+$74.7K	0.07%	281
2025 Q4	$290K	Sell	5,071 -123	-2%	-$7.02K	0.06%	312
2025 Q3	$297K	Buy	5,194 +705	+16%	+$40K	0.06%	297
2025 Q2	$255K	Sell	4,489 -40	-0.9%	-$2.22K	0.06%	302
2025 Q1	$259K	Sell	4,529 -16	-0.4%	-$932	0.09%	177
2024 Q4	$261K	Buy	4,545 +62	+1%	+$3.68K	0.09%	157
2024 Q3	$267K	Buy	4,483 +499	+13%	+$28.7K	0.09%	151
2024 Q2	$226K	Buy	3,984 +1,635	+70%	+$92.5K	0.08%	154
2024 Q1	$136K	Buy	2,349 +57	+2%	+$3.21K	0.05%	188
2023 Q4	$126K	Buy	+2,292	New	+$124K	0.05%	174
2023 Q3	–	Sell	-1,474	Closed	-$81.6K	–	760
2023 Q2	$81.6K	Buy	+1,474	New	+$80.5K	0.03%	187

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

VisionPoint Advisory Group's JEPI Position: Q2 2026 in Review

VisionPoint Advisory Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.05% in Q2 2026, buying an estimated $169 and bringing the position to 6,358 shares worth $359K. The position accounts for 0.06% of the portfolio, ranked #318.

VisionPoint Advisory Group first reported a position in JEPI in Q2 2023 and has held it in 12 quarters since. The position peaked at $360K in Q1 2026. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

VisionPoint Advisory Group held 6,358 shares of JPMorgan Equity Premium Income ETF worth $359K as of Q2 2026.
VisionPoint Advisory Group bought 3 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $169.
JPMorgan Equity Premium Income ETF made up 0.06% of VisionPoint Advisory Group's portfolio in Q2 2026, its #318 holding.
VisionPoint Advisory Group first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 12 quarters since.
VisionPoint Advisory Group's JPMorgan Equity Premium Income ETF position peaked at $360K in Q1 2026.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.