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 Q3	$4.83M	Buy	85,556 +5,035	+6%	+$287K	3.34%	4
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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

4Wealth Advisors's JEPI Position: Q3 2026 in Review

4Wealth Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.3% in Q3 2026, buying an estimated $287K and bringing the position to 85,556 shares worth $4.83M. The position accounts for 3.34% of the portfolio, ranked #4.

4Wealth Advisors first reported a position in JEPI in Q4 2024 and has held it in 8 quarters since. 675 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

4Wealth Advisors held 85,556 shares of JPMorgan Equity Premium Income ETF worth $4.83M as of Q3 2026.
4Wealth Advisors bought 5,035 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $287K.
JPMorgan Equity Premium Income ETF made up 3.34% of 4Wealth Advisors's portfolio in Q3 2026, its #4 holding.
4Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 8 quarters since.
675 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.