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

Alteri 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 		$382K Buy
6,771
+108
+2% +$6.1K 0.11% 205
2026
Q1 		$378K Buy
6,663
+14
+0.2% +$814 0.12% 194
2025
Q4 		$381K Buy
6,649
+290
+5% +$16.6K 0.12% 189
2025
Q3 		$363K Buy
6,359
+152
+2% +$8.63K 0.12% 186
2025
Q2 		$353K Buy
6,207
+16
+0.3% +$886 0.14% 182
2025
Q1 		$354K Buy
6,191
+469
+8% +$27.3K 0.16% 165
2024
Q4 		$329K Buy
+5,722
New +$340K 0.09% 171

Other funds holding JEPI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Alteri Wealth's JEPI Position: Q2 2026 in Review

Alteri Wealth increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.6% in Q2 2026, buying an estimated $6.1K and bringing the position to 6,771 shares worth $382K. The position accounts for 0.11% of the portfolio, ranked #205.

Alteri Wealth first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. 734 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Alteri Wealth held 6,771 shares of JPMorgan Equity Premium Income ETF worth $382K as of Q2 2026.
  • Alteri Wealth bought 108 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $6.1K.
  • JPMorgan Equity Premium Income ETF made up 0.11% of Alteri Wealth's portfolio in Q2 2026, its #205 holding.
  • Alteri Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 734 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.