Alterna Wealth Management
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
Q3 		$2.95M Sell
52,450
-803
-2% -$45.8K 1.64% 14
2026
Q2 		$3.01M Buy
+53,253
New +$3.01M 1.73% 16

Other funds holding JEPI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nottingham Advisors
Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Alterna Wealth Management's JEPI Position: Q3 2026 in Review

Alterna Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.5% in Q3 2026, selling an estimated $45.8K and leaving 52,450 shares worth $2.95M. The position accounts for 1.64% of the portfolio, ranked #14.

Alterna Wealth Management first reported a position in JEPI in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.01M in Q2 2026. 775 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Alterna Wealth Management held 52,450 shares of JPMorgan Equity Premium Income ETF worth $2.95M as of Q3 2026.
  • Alterna Wealth Management sold 803 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $45.8K.
  • JPMorgan Equity Premium Income ETF made up 1.64% of Alterna Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Alterna Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Alterna Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $3.01M in Q2 2026.
  • 775 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.