Hbw Advisory Services 13F: Cuts JEPI Stake by $17M
The firm trimmed its holdings by 300,208 shares during the period, bringing its investment down to $6.4 million.
Reviewed by automated data checks against the source filing. How we make and check alerts
Hbw Advisory Services sold 300,208 shares from its stake in JPMorgan Equity Premium Income ETF ($JEPI), a 72.42% decrease, according to a 13F filing with the SEC dated October 15, 2026. It reported 114,351 shares worth $6.43 million at the end of the quarter.
Since the filing, $JEPI is down 0.2% to date (from the $57.16 close on Oct 15, 2026).
Find the original: Hbw Advisory Services 13F filings on SEC EDGAR
JEPI
JPMorgan Equity Premium Income ETF
Key Points
- Hbw Advisory Services reduced its position in JPMorgan Equity Premium Income ETF by 72.4%, selling 300,208 shares during the quarter.
- The firm finished the reporting period with 114,351 shares valued at approximately $6.4 million.
- JPMorgan Equity Premium Income ETF recently traded around $56.95, sitting near its 52-week low of $55.10 and below its 200-day moving average of $57.20.
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Not investment advice. TradeTexts is not a registered investment adviser, and this automated JPMorgan Equity Premium Income ETF alert may contain errors. Disclosures
Hbw Advisory Services scaled back its investment in JPMorgan Equity Premium Income ETF ($JEPI) during its quarter ended October 15, 2026, according to a recent Form 13F filing with the U.S. Securities and Exchange Commission. The fund cut its stake by 72.4% over the period, shedding 300,208 shares to leave its total holdings at 114,351 shares. Based on the spot price around the filing, that remaining position carried a value of about $6.4 million. Because 13F filings look backward at holdings from a prior period, this snapshot may not reflect the firm's current portfolio.
Hbw Advisory Services vs. the S&P 500
Hypothetical returns from Hbw Advisory Services's disclosed trades, not real profit or advice. How we model this.
JPMorgan Equity Premium Income ETF Stock Up 0.1%
Shares of JPMorgan Equity Premium Income ETF recently changed hands at $56.95. That price sits near the fund's 52-week low of $55.10, well under its 52-week high of $59.90. The exchange-traded fund trades just below its 50-day moving average of $57.06 and slightly under its 200-day moving average of $57.20. The fund holds a price-to-earnings ratio of 24.8 and carries a dividend yield of 8.16%.
Dividend
JPMorgan Equity Premium Income ETF distributes an annual dividend yield of 8.16%, providing regular income to shareholders alongside its equity strategy.
About JPMorgan Equity Premium Income ETF
JPMorgan Equity Premium Income ETF is an actively managed exchange-traded fund that targets capital appreciation and income with lower volatility than the broader market. It builds a portfolio of equity securities and uses equity-linked notes to sell call options tied to the S&P 500 Total Return Index. This approach aims to generate steady cash flow for investors while buffering against sharp market swings.
Bottom Line
Institutional filings like this one offer a look at where major fund managers were placing their bets during the last reporting period. Investors tracking JPMorgan Equity Premium Income ETF should watch for subsequent SEC filings to see if Hbw Advisory Services continues to pare its position or reverses course. Remember that 13F reports are historical data and do not represent real-time trades.
Related Filing Alerts
Source: Hbw Advisory Services's 13F filing on $JEPI (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Hbw Advisory Services 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts