Allied Private Wealth’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Allied Private Wealth’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	$1.06M	Buy	+18,693	New	+$1.06M	0.68%	26

Other funds holding JEPI

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Tenzing Financial Williamsburg, Virginia $146M AUM

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return