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

Alpine Bank 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	$137K	Buy	+2,422	New	+$137K	0.02%	195
2026 Q1	–	Sell	-102,110	Closed	-$5.84M	–	164
2025 Q4	$5.84M	Sell	102,110 -7,085	-6%	-$405K	0.83%	15
2025 Q3	$6.24M	Buy	109,195 +5,392	+5%	+$306K	0.88%	15
2025 Q2	$5.9M	Buy	+103,803	New	+$5.75M	0.89%	16
2024 Q3	$4.34K	Buy	+73	New	+$4.2K	﹤0.01%	412

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

Alpine Bank Wealth Management's JEPI Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 2,422 shares worth $137K. The stake represents 0.02% of the portfolio and ranks #195 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in JEPI as recently as Q4 2025.

Alpine Bank Wealth Management first reported a position in JEPI in Q3 2024 and has held it in 5 quarters since. The position peaked at $6.24M in Q3 2025. 1,415 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Alpine Bank Wealth Management held 2,422 shares of JPMorgan Equity Premium Income ETF worth $137K as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Alpine Bank Wealth Management position in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.02% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #195 holding.
Alpine Bank Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 5 quarters since.
Alpine Bank Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $6.24M in Q3 2025.
1,415 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.