Westside Investment Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Westside Investment Management’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	$203K	Sell	3,600 -3,570	-50%	-$202K	0.03%	306
2026 Q1	$405K	Buy	7,170 +500	+7%	+$29.1K	0.06%	214
2025 Q4	$382K	Buy	6,670 +200	+3%	+$11.4K	0.06%	206
2025 Q3	$368K	Hold	6,470	–	–	0.06%	210
2025 Q2	$367K	Buy	6,470 +4,370	+208%	+$242K	0.07%	193
2025 Q1	$120K	Buy	2,100 +300	+17%	+$17.5K	0.03%	289
2024 Q4	$104K	Buy	1,800 +200	+13%	+$11.9K	0.02%	308
2024 Q3	$90.9K	Buy	1,600 +800	+100%	+$46K	0.02%	325
2024 Q2	$45.6K	Hold	800	–	–	0.01%	401
2024 Q1	$45.9K	Buy	800 +200	+33%	+$11.3K	0.01%	393
2023 Q4	$33K	Hold	600	–	–	0.01%	422
2023 Q3	$32.1K	Hold	600	–	–	0.01%	411
2023 Q2	$33K	Hold	600	–	–	0.01%	416
2023 Q1	$32.8K	Hold	600	–	–	0.01%	417
2022 Q4	$32.7K	Buy	+600	New	+$32.6K	0.08%	143

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

Westside Investment Management's JEPI Position: Q2 2026 in Review

Westside Investment Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 50% in Q2 2026, selling an estimated $202K and leaving 3,600 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #306.

Westside Investment Management first reported a position in JEPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $405K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Westside Investment Management held 3,600 shares of JPMorgan Equity Premium Income ETF worth $203K as of Q2 2026.
Westside Investment Management sold 3,570 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $202K.
JPMorgan Equity Premium Income ETF made up 0.03% of Westside Investment Management's portfolio in Q2 2026, its #306 holding.
Westside Investment Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
Westside Investment Management's JPMorgan Equity Premium Income ETF position peaked at $405K in Q1 2026.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.