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

Angeles 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	$253K	Buy	4,475 +4,075	+1,019%	+$230K	0.01%	423
2026 Q1	$22.7K	Sell	400 -3,573	-90%	-$208K	﹤0.01%	495
2025 Q4	$229K	Buy	3,973 +3,573	+893%	+$204K	0.01%	334
2025 Q3	$22.8K	Hold	400	–	–	﹤0.01%	386
2025 Q2	$22.7K	Hold	400	–	–	﹤0.01%	399
2025 Q1	$22.9K	Hold	400	–	–	﹤0.01%	349
2024 Q4	$23K	Hold	400	–	–	﹤0.01%	355
2024 Q3	$23.8K	Hold	400	–	–	﹤0.01%	311
2024 Q2	$22.7K	Hold	400	–	–	﹤0.01%	275
2024 Q1	$23.1K	Hold	400	–	–	﹤0.01%	269
2023 Q4	$22K	Buy	+400	New	+$21.6K	﹤0.01%	242

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

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

Angeles Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1,019% in Q2 2026, buying an estimated $230K and bringing the position to 4,475 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #423.

Angeles Wealth Management first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Angeles Wealth Management held 4,475 shares of JPMorgan Equity Premium Income ETF worth $253K as of Q2 2026.
Angeles Wealth Management bought 4,075 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $230K.
JPMorgan Equity Premium Income ETF made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #423 holding.
Angeles Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.