AWM
JEPI icon

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

Alterna 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 		$3.01M Buy
+53,253
New +$3.01M 1.73% 16

Other funds holding JEPI

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Alterna Wealth Management's JEPI Position: Q2 2026 in Review

Alterna Wealth Management opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 53,253 shares worth $3.01M. The stake represents 1.73% of the portfolio and ranks #16 among its holdings.

499 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Alterna Wealth Management held 53,253 shares of JPMorgan Equity Premium Income ETF worth $3.01M as of Q2 2026.
  • JPMorgan Equity Premium Income ETF was a new Alterna Wealth Management position in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 1.73% of Alterna Wealth Management's portfolio in Q2 2026, its #16 holding.
  • 499 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.