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B. Riley Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

B. Riley 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 		$4.61M Buy
81,743
+23,166
+40% +$1.31M 0.25% 96
2026
Q1 		$3.26M Sell
58,577
-6,980
-11% -$406K 0.21% 116
2025
Q4 		$3.75M Sell
65,557
-2,934
-4% -$168K 0.17% 132
2025
Q3 		$3.91M Buy
68,491
+25,645
+60% +$1.46M 0.18% 117
2025
Q2 		$2.44M Buy
+42,846
New +$2.37M 0.11% 179
2024
Q4 		$19.7M Sell
340,393
-23,508
-6% -$1.4M 0.65% 20
2024
Q3 		$21.6M Sell
363,901
-18,732
-5% -$1.08M 0.6% 24
2024
Q2 		$21.7M Sell
382,633
-71,996
-16% -$4.07M 0.55% 24
2024
Q1 		$24.3M Buy
454,629
+47,114
+12% +$2.65M 0.66% 23
2023
Q4 		$22.6M Sell
407,515
-47,114
-10% -$2.54M 0.61% 24
2023
Q3 		$24.3M Sell
454,629
-18,492
-4% -$1.02M 0.66% 23
2023
Q2 		$26.2M Buy
473,121
+27,401
+6% +$1.5M 0.59% 27
2023
Q1 		$24.3M Buy
445,720
+99,996
+29% +$5.43M 0.65% 23
2022
Q4 		$19M Buy
345,724
+53,078
+18% +$2.88M 0.53% 36
2022
Q3 		$15M Buy
292,646
+262,602
+874% +$14.6M 0.45% 44
2022
Q2 		$1.67M Buy
30,044
+4,744
+19% +$275K 0.07% 281
2022
Q1 		$1.55M Buy
25,300
+793
+3% +$48K 0.05% 354
2021
Q4 		$1.55M Buy
24,507
+4,102
+20% +$253K 0.04% 414
2021
Q3 		$1.22M Buy
20,405
+7,138
+54% +$439K 0.04% 460
2021
Q2 		$804K Buy
+13,267
New +$788K 0.03% 588

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
SIC
Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

B. Riley Wealth Advisors's JEPI Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 40% in Q2 2026, buying an estimated $1.31M and bringing the position to 81,743 shares worth $4.61M. The position accounts for 0.25% of the portfolio, ranked #96.

B. Riley Wealth Advisors first reported a position in JEPI in Q2 2021 and has held it in 20 quarters since. The position peaked at $26.2M in Q2 2023. 312 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • B. Riley Wealth Advisors held 81,743 shares of JPMorgan Equity Premium Income ETF worth $4.61M as of Q2 2026.
  • B. Riley Wealth Advisors bought 23,166 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.31M.
  • JPMorgan Equity Premium Income ETF made up 0.25% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • B. Riley Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and has held it in 20 quarters since.
  • B. Riley Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $26.2M in Q2 2023.
  • 312 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.