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Adamsbrown Wealth Consultants’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Adamsbrown Wealth Consultants’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 		$334K Buy
5,907
+630
+12% +$35.6K 0.06% 112
2026
Q1 		$299K Buy
+5,277
New +$307K 0.08% 103
2023
Q1 		– Sell
-4,472
Closed -$244K – 80
2022
Q4 		$244K Buy
+4,472
New +$243K 0.15% 64

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Adamsbrown Wealth Consultants's JEPI Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 12% in Q2 2026, buying an estimated $35.6K and bringing the position to 5,907 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #112.

Adamsbrown Wealth Consultants first reported a position in JEPI in Q4 2022 and has held it in 3 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Adamsbrown Wealth Consultants held 5,907 shares of JPMorgan Equity Premium Income ETF worth $334K as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 630 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $35.6K.
  • JPMorgan Equity Premium Income ETF made up 0.06% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #112 holding.
  • Adamsbrown Wealth Consultants first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 3 quarters since.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.