WinCap Financial’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

WinCap Financial’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	$6.14M	Buy	108,719 +13,952	+15%	+$788K	3.32%	7
2026 Q1	$5.37M	Buy	94,767 +6,591	+7%	+$383K	3.57%	7
2025 Q4	$5.05M	Buy	88,176 +2,646	+3%	+$151K	3.46%	8
2025 Q3	$4.88M	Buy	85,530 +25,128	+42%	+$1.43M	3.37%	9
2025 Q2	$3.43M	Buy	60,402 +16,339	+37%	+$905K	2.76%	9
2025 Q1	$2.52M	Buy	44,063 +6,197	+16%	+$361K	2.39%	9
2024 Q4	$2.18M	Buy	+37,866	New	+$2.25M	2.22%	10

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

WinCap Financial's JEPI Position: Q2 2026 in Review

WinCap Financial increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 15% in Q2 2026, buying an estimated $788K and bringing the position to 108,719 shares worth $6.14M. The position accounts for 3.32% of the portfolio, ranked #7.

WinCap Financial first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. 1,411 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

WinCap Financial held 108,719 shares of JPMorgan Equity Premium Income ETF worth $6.14M as of Q2 2026.
WinCap Financial bought 13,952 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $788K.
JPMorgan Equity Premium Income ETF made up 3.32% of WinCap Financial's portfolio in Q2 2026, its #7 holding.
WinCap Financial first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,411 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.