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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
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

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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

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

Atticus Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.6% in Q2 2026, buying an estimated $18K and bringing the position to 12,654 shares worth $715K. The position accounts for 0.17% of the portfolio, ranked #84.

Atticus Wealth Management first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. 253 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Atticus Wealth Management held 12,654 shares of JPMorgan Equity Premium Income ETF worth $715K as of Q2 2026.
  • Atticus Wealth Management bought 318 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $18K.
  • JPMorgan Equity Premium Income ETF made up 0.17% of Atticus Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Atticus Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 253 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.