4Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

4Wealth 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	$4.54M	Buy	80,521 +970	+1%	+$54.8K	3.49%	3
2026 Q1	$4.43M	Buy	79,551 +1,655	+2%	+$96.3K	3.78%	2
2025 Q4	$4.46M	Buy	77,896 +785	+1%	+$44.8K	3.8%	1
2025 Q3	$4.4M	Buy	77,111 +10,365	+16%	+$589K	3.93%	1
2025 Q2	$3.79M	Buy	66,746 +346	+0.5%	+$19.2K	3.85%	2
2025 Q1	$3.79M	Buy	66,400 +3,849	+6%	+$224K	4.13%	2
2024 Q4	$3.6M	Buy	+62,551	New	+$3.71M	3.6%	2

Other funds holding JEPI

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

4Wealth Advisors's JEPI Position: Q2 2026 in Review

4Wealth Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.2% in Q2 2026, buying an estimated $54.8K and bringing the position to 80,521 shares worth $4.54M. The position accounts for 3.49% of the portfolio, ranked #3.

4Wealth Advisors first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. 734 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

4Wealth Advisors held 80,521 shares of JPMorgan Equity Premium Income ETF worth $4.54M as of Q2 2026.
4Wealth Advisors bought 970 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $54.8K.
JPMorgan Equity Premium Income ETF made up 3.49% of 4Wealth Advisors's portfolio in Q2 2026, its #3 holding.
4Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
734 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.