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

BCGM 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 		$784K Sell
13,873
-3,670
-21% -$207K 0.17% 98
2026
Q1 		$994K Sell
17,543
-1,933
-10% -$112K 0.25% 83
2025
Q4 		$1.11M Sell
19,476
-4,087
-17% -$233K 0.28% 78
2025
Q3 		$1.35M Sell
23,563
-1,366
-5% -$77.6K 0.35% 69
2025
Q2 		$1.42M Buy
24,929
+845
+4% +$46.8K 0.4% 62
2025
Q1 		$1.38M Sell
24,084
-247
-1% -$14.4K 0.42% 59
2024
Q4 		$1.4M Buy
24,331
+907
+4% +$53.9K 0.44% 57
2024
Q3 		$1.39M Sell
23,424
-695
-3% -$40K 0.45% 56
2024
Q2 		$1.37M Sell
24,119
-649
-3% -$36.7K 0.47% 54
2024
Q1 		$1.43M Buy
24,768
+46
+0.2% +$2.59K 0.51% 52
2023
Q4 		$1.36M Sell
24,722
-36,472
-60% -$1.97M 0.55% 46
2023
Q3 		$3.28M Sell
61,194
-6,969
-10% -$384K 1.51% 17
2023
Q2 		$3.77M Sell
68,163
-9,588
-12% -$524K 1.66% 16
2023
Q1 		$4.25M Buy
77,751
+69,936
+895% +$3.79M 2.14% 12
2022
Q4 		$426K Buy
7,815
+1,469
+23% +$79.8K 0.21% 69
2022
Q3 		$339K Buy
+6,346
New +$353K 0.17% 81

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BCGM Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 21% in Q2 2026, selling an estimated $207K and leaving 13,873 shares worth $784K. The position accounts for 0.17% of the portfolio, ranked #98.

BCGM Wealth Management first reported a position in JEPI in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.25M in Q1 2023. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • BCGM Wealth Management held 13,873 shares of JPMorgan Equity Premium Income ETF worth $784K as of Q2 2026.
  • BCGM Wealth Management sold 3,670 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $207K.
  • JPMorgan Equity Premium Income ETF made up 0.17% of BCGM Wealth Management's portfolio in Q2 2026, its #98 holding.
  • BCGM Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
  • BCGM Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $4.25M in Q1 2023.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.