Zullo Investment Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Zullo Investment 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 Q2	$232K	Buy	+4,113	New	+$232K	0.08%	143
2023 Q1	–	Sell	-100	Closed	-$5.45K	–	441
2022 Q4	$5.45K	Sell	100 -250	-71%	-$13.6K	﹤0.01%	585
2022 Q3	$18K	Hold	350	–	–	0.01%	404
2022 Q2	$19K	Sell	350 -200	-36%	-$11.6K	0.01%	407
2022 Q1	$34K	Sell	550 -300	-35%	-$18.2K	0.02%	352
2021 Q4	$54K	Buy	+850	New	+$52.4K	0.03%	297

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

Zullo Investment Group's JEPI Position: Q2 2026 in Review

Zullo Investment Group opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 4,113 shares worth $232K. The stake represents 0.08% of the portfolio and ranks #143 among its holdings. This is a return to the name: Zullo Investment Group previously reported a position in JEPI as recently as Q4 2022.

Zullo Investment Group first reported a position in JEPI in Q4 2021 and has held it in 6 quarters since. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Zullo Investment Group held 4,113 shares of JPMorgan Equity Premium Income ETF worth $232K as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Zullo Investment Group position in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.08% of Zullo Investment Group's portfolio in Q2 2026, its #143 holding.
Zullo Investment Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 6 quarters since.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.