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

Base 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 		$5.67M Buy
100,404
+11,354
+13% +$641K 2.64% 15
2026
Q1 		$5.05M Buy
89,050
+11,406
+15% +$664K 2.82% 14
2025
Q4 		$4.44M Buy
77,644
+7,965
+11% +$455K 2.39% 14
2025
Q3 		$3.98M Buy
69,679
+5,124
+8% +$291K 2.27% 15
2025
Q2 		$3.67M Buy
64,555
+15,899
+33% +$881K 2.35% 14
2025
Q1 		$2.78M Buy
+48,656
New +$2.83M 2.12% 14

Other funds holding JEPI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Base Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 13% in Q2 2026, buying an estimated $641K and bringing the position to 100,404 shares worth $5.67M. The position accounts for 2.64% of the portfolio, ranked #15.

Base Wealth Management first reported a position in JEPI in Q1 2025 and has held it in 6 quarters since. 1,177 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Base Wealth Management held 100,404 shares of JPMorgan Equity Premium Income ETF worth $5.67M as of Q2 2026.
  • Base Wealth Management bought 11,354 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $641K.
  • JPMorgan Equity Premium Income ETF made up 2.64% of Base Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Base Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,177 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.