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Showing 8 of 19 quarters

Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in JPMORGAN EQUITY PREMIUM INCO

Aptus Capital Advisors, LLC holds 440,188 shares of JEPI (JPMORGAN EQUITY PREMIUM INCO), worth $24.9M as of 2026-Q2. The position was decreased (-5.3% shares). JEPI represents 0.2% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$24.9M

Current Shares

440,188

Total Value Change

-$2.2M

Total Shares Change

-14,004

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
440,188
-5.3%
$24.9M0.2%$55.73
0
2026-Q1
Decreased
464,690
-0.3%
$26.3M0.2%$58.83
0
2025-Q4
Decreased
466,040
-0.4%
$26.7M0.2%$57.21
0
2025-Q3
Decreased
467,845
-8.9%
$26.7M0.2%$55.16
0
2025-Q2
Decreased
513,453
-1.9%
$29.2M0.2%$53.79
0
2025-Q1
Increased
523,367
+4.1%
$29.9M0.3%$52.44
36
2024-Q4
Increased
502,733
+10.7%
$29M0.3%$52.68
38
2024-Q3
Decreased
454,192
-2.1%
$27M0.4%$52.94
0

Other major holders of JEPI: MORGAN STANLEY

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