Alliance Wealth Advisors (Pennsylvania)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	$848K	Buy	15,013 +242	+2%	+$13.7K	0.28%	56
2026 Q1	$837K	Buy	14,771 +950	+7%	+$55.3K	0.37%	48
2025 Q4	$791K	Buy	13,821 +693	+5%	+$39.6K	0.34%	48
2025 Q3	$750K	Buy	13,128 +38	+0.3%	+$2.16K	0.34%	49
2025 Q2	$744K	Buy	13,090 +261	+2%	+$14.5K	0.38%	47
2025 Q1	$733K	Buy	12,829 +220	+2%	+$12.8K	0.42%	44
2024 Q4	$725K	Buy	12,609 +144	+1%	+$8.55K	0.41%	47
2024 Q3	$742K	Sell	12,465 -7	-0.1%	-$403	0.42%	47
2024 Q2	$707K	Buy	12,472 +57	+0.5%	+$3.22K	0.44%	45
2024 Q1	$718K	Sell	12,415 -125	-1%	-$7.04K	0.45%	41
2023 Q4	$689K	Sell	12,540 -1,519	-11%	-$81.9K	0.46%	40
2023 Q3	$753K	Buy	14,059 +622	+5%	+$34.3K	0.54%	39
2023 Q2	$743K	Buy	13,437 +426	+3%	+$23.3K	0.53%	41
2023 Q1	$710K	Buy	+13,011	New	+$706K	0.53%	41

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

Alliance Wealth Advisors (Pennsylvania)'s JEPI Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.6% in Q2 2026, buying an estimated $13.7K and bringing the position to 15,013 shares worth $848K. The position accounts for 0.28% of the portfolio, ranked #56.

Alliance Wealth Advisors (Pennsylvania) first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) held 15,013 shares of JPMorgan Equity Premium Income ETF worth $848K as of Q2 2026.
Alliance Wealth Advisors (Pennsylvania) bought 242 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $13.7K.
JPMorgan Equity Premium Income ETF made up 0.28% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #56 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.