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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

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 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. 256 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.
  • 256 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.