World Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

World Investment Advisors’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	$14.2M	Buy	250,363 +1,488	+0.6%	+$84K	0.23%	89
2026 Q1	$14.1M	Buy	248,875 +12,278	+5%	+$714K	0.23%	91
2025 Q4	$13.5M	Buy	236,597 +26,359	+13%	+$1.51M	0.22%	97
2025 Q3	$12M	Buy	210,238 +9,976	+5%	+$567K	0.25%	89
2025 Q2	$11.4M	Buy	200,262 +3,563	+2%	+$197K	0.26%	83
2025 Q1	$11.2M	Buy	196,699 +19,726	+11%	+$1.15M	0.29%	74
2024 Q4	$10.2M	Buy	176,973 +36,308	+26%	+$2.16M	0.28%	79
2024 Q3	$8.37M	Buy	140,665 +45,660	+48%	+$2.63M	0.26%	98
2024 Q2	$5.38M	Buy	95,005 +72,395	+320%	+$4.09M	0.34%	61
2024 Q1	$1.31M	Sell	22,610 -37,345	-62%	-$2.1M	0.19%	112
2023 Q4	$3.32M	Buy	+59,955	New	+$3.23M	0.43%	51

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 22.9% 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

World Investment Advisors's JEPI Position: Q2 2026 in Review

World Investment Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.6% in Q2 2026, buying an estimated $84K and bringing the position to 250,363 shares worth $14.2M. The position accounts for 0.23% of the portfolio, ranked #89.

World Investment Advisors first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

World Investment Advisors held 250,363 shares of JPMorgan Equity Premium Income ETF worth $14.2M as of Q2 2026.
World Investment Advisors bought 1,488 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $84K.
JPMorgan Equity Premium Income ETF made up 0.23% of World Investment Advisors's portfolio in Q2 2026, its #89 holding.
World Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.