21 West Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

21 West Wealth Management’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	$4.34M	Sell	76,754 -4,657	-6%	-$263K	3.7%	6
2026 Q1	$4.61M	Sell	81,411 -4,787	-6%	-$278K	4.29%	6
2025 Q4	$4.93M	Sell	86,198 -4,528	-5%	-$259K	4.51%	5
2025 Q3	$5.18M	Buy	90,726 +1,390	+2%	+$78.9K	4.91%	5
2025 Q2	$5.08M	Buy	+89,336	New	+$4.95M	5.12%	5

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

21 West Wealth Management's JEPI Position: Q2 2026 in Review

21 West Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.7% in Q2 2026, selling an estimated $263K and leaving 76,754 shares worth $4.34M. The position accounts for 3.7% of the portfolio, ranked #6.

21 West Wealth Management first reported a position in JEPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.18M in Q3 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

21 West Wealth Management held 76,754 shares of JPMorgan Equity Premium Income ETF worth $4.34M as of Q2 2026.
21 West Wealth Management sold 4,657 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $263K.
JPMorgan Equity Premium Income ETF made up 3.7% of 21 West Wealth Management's portfolio in Q2 2026, its #6 holding.
21 West Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
21 West Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $5.18M in Q3 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.