Atlas Private Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Atlas Private Wealth Advisors’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	$792K	Sell	14,019 -1,271	-8%	-$71.8K	0.17%	71
2026 Q1	$867K	Buy	+15,290	New	+$889K	0.2%	64

Other funds holding JEPI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atlas Private Wealth Advisors's JEPI Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.3% in Q2 2026, selling an estimated $71.8K and leaving 14,019 shares worth $792K. The position accounts for 0.17% of the portfolio, ranked #71.

Atlas Private Wealth Advisors first reported a position in JEPI in Q1 2026 and has held it in 2 quarters since. The position peaked at $867K in Q1 2026. 937 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Atlas Private Wealth Advisors held 14,019 shares of JPMorgan Equity Premium Income ETF worth $792K as of Q2 2026.
Atlas Private Wealth Advisors sold 1,271 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $71.8K.
JPMorgan Equity Premium Income ETF made up 0.17% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Atlas Private Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
Atlas Private Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $867K in Q1 2026.
937 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.