Atticus Wealth Management
JEPI icon

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

Atticus 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 		$509K Sell
9,047
-3,607
-29% -$206K 0.11% 104
2026
Q2 		$715K Buy
12,654
+318
+3% +$18K 0.17% 84
2026
Q1 		$699K Buy
12,336
+1,049
+9% +$61K 0.19% 86
2025
Q4 		$646K Buy
11,287
+1,394
+14% +$79.6K 0.16% 92
2025
Q3 		$565K Buy
9,893
+2,182
+28% +$124K 0.14% 99
2025
Q2 		$438K Buy
7,711
+6,386
+482% +$354K 0.12% 97
2025
Q1 		$75.7K Buy
1,325
+24
+2% +$1.4K 0.02% 193
2024
Q4 		$74.9K Buy
1,301
+25
+2% +$1.48K 0.02% 194
2024
Q3 		$75.9K Buy
1,276
+23
+2% +$1.32K 0.02% 200
2024
Q2 		$71K Buy
1,253
+22
+2% +$1.24K 0.02% 201
2024
Q1 		$71.2K Buy
1,231
+23
+2% +$1.3K 0.02% 204
2023
Q4 		$66.4K Buy
1,208
+25
+2% +$1.35K 0.02% 216
2023
Q3 		$63.4K Buy
1,183
+21
+2% +$1.16K 0.02% 219
2023
Q2 		$64.3K Buy
1,162
+26
+2% +$1.42K 0.02% 232
2023
Q1 		$62.1K Buy
+1,136
New +$61.6K 0.02% 226

Other funds holding JEPI

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 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
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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

Atticus Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 29% in Q3 2026, selling an estimated $206K and leaving 9,047 shares worth $509K. The position accounts for 0.11% of the portfolio, ranked #104.

Atticus Wealth Management first reported a position in JEPI in Q1 2023 and has held it in 15 quarters since. The position peaked at $715K in Q2 2026. 536 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Atticus Wealth Management held 9,047 shares of JPMorgan Equity Premium Income ETF worth $509K as of Q3 2026.
  • Atticus Wealth Management sold 3,607 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $206K.
  • JPMorgan Equity Premium Income ETF made up 0.11% of Atticus Wealth Management's portfolio in Q3 2026, its #104 holding.
  • Atticus Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 15 quarters since.
  • Atticus Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $715K in Q2 2026.
  • 536 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.