Westbourne Investments’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Westbourne Investments’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	$2.96M	Sell	52,415 -3,550	-6%	-$201K	1.21%	27
2026 Q1	$3.17M	Buy	55,965 +7,635	+16%	+$444K	1.51%	21
2025 Q4	$2.77M	Buy	48,330 +700	+1%	+$40K	1.29%	26
2025 Q3	$2.71M	Buy	47,630 +13,185	+38%	+$749K	1.3%	25
2025 Q2	$1.96M	Sell	34,445 -3,575	-9%	-$198K	1.04%	31
2025 Q1	$2.17M	Sell	38,020 -2,950	-7%	-$172K	1.31%	21
2024 Q4	$2.36M	Buy	+40,970	New	+$2.43M	1.39%	21

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

Westbourne Investments's JEPI Position: Q2 2026 in Review

Westbourne Investments reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.3% in Q2 2026, selling an estimated $201K and leaving 52,415 shares worth $2.96M. The position accounts for 1.21% of the portfolio, ranked #27.

Westbourne Investments first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.17M in Q1 2026. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Westbourne Investments held 52,415 shares of JPMorgan Equity Premium Income ETF worth $2.96M as of Q2 2026.
Westbourne Investments sold 3,550 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $201K.
JPMorgan Equity Premium Income ETF made up 1.21% of Westbourne Investments's portfolio in Q2 2026, its #27 holding.
Westbourne Investments first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Westbourne Investments's JPMorgan Equity Premium Income ETF position peaked at $3.17M in Q1 2026.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.