VisionPoint Advisory Group
JEPI icon

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
Q3 		$366K Buy
6,507
+149
+2% +$8.5K 0.06% 302
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

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Sterling Investment Counsel
Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return

VisionPoint Advisory Group's JEPI Position: Q3 2026 in Review

VisionPoint Advisory Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.3% in Q3 2026, buying an estimated $8.5K and bringing the position to 6,507 shares worth $366K. The position accounts for 0.06% of the portfolio, ranked #302.

VisionPoint Advisory Group first reported a position in JEPI in Q2 2023 and has held it in 13 quarters since. 495 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • VisionPoint Advisory Group held 6,507 shares of JPMorgan Equity Premium Income ETF worth $366K as of Q3 2026.
  • VisionPoint Advisory Group bought 149 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $8.5K.
  • JPMorgan Equity Premium Income ETF made up 0.06% of VisionPoint Advisory Group's portfolio in Q3 2026, its #302 holding.
  • VisionPoint Advisory Group first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 495 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.