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

Abound 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	$23.1K	Sell	409 -27	-6%	-$1.52K	﹤0.01%	350
2026 Q1	$24.7K	Buy	436 +27	+7%	+$1.57K	0.01%	353
2025 Q4	$23.4K	Hold	409	–	–	0.01%	331
2025 Q3	$23.3K	Hold	409	–	–	0.01%	324
2025 Q2	$23.2K	Sell	409 -4	-1%	-$222	0.01%	306
2025 Q1	$23.6K	Sell	413 -681	-62%	-$39.7K	0.01%	272
2024 Q4	$62.9K	Buy	1,094 +1,017	+1,321%	+$60.4K	0.02%	152
2024 Q3	$4.58K	Buy	+77	New	+$4.43K	﹤0.01%	559
2024 Q2	–	Sell	-26	Closed	-$1.5K	–	1242
2024 Q1	$1.5K	Sell	26 -29	-53%	-$1.63K	﹤0.01%	711
2023 Q4	$3.02K	Buy	+55	New	+$2.97K	﹤0.01%	602
2023 Q3	–	Sell	-841	Closed	-$46.5K	–	1194
2023 Q2	$46.5K	Buy	+841	New	+$45.9K	0.02%	138

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

Abound Wealth Management's JEPI Position: Q2 2026 in Review

Abound Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.2% in Q2 2026, selling an estimated $1.52K and leaving 409 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Abound Wealth Management first reported a position in JEPI in Q2 2023 and has held it in 11 quarters since. The position peaked at $62.9K in Q4 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Abound Wealth Management held 409 shares of JPMorgan Equity Premium Income ETF worth $23.1K as of Q2 2026.
Abound Wealth Management sold 27 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.52K.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #350 holding.
Abound Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 11 quarters since.
Abound Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $62.9K in Q4 2024.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.