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

BCS 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	$292K	Sell	5,162 -456	-8%	-$25.8K	0.05%	229
2026 Q1	$318K	Sell	5,618 -4,718	-46%	-$274K	0.07%	203
2025 Q4	$592K	Buy	10,336 +5,593	+118%	+$319K	0.06%	206
2025 Q3	$271K	Sell	4,743 -9,115	-66%	-$518K	0.06%	205
2025 Q2	$788K	Sell	13,858 -4,167	-23%	-$231K	0.17%	120
2025 Q1	$1.03M	Buy	+18,025	New	+$1.05M	0.26%	82

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BCS Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.1% in Q2 2026, selling an estimated $25.8K and leaving 5,162 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #229.

BCS Wealth Management first reported a position in JEPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.03M in Q1 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

BCS Wealth Management held 5,162 shares of JPMorgan Equity Premium Income ETF worth $292K as of Q2 2026.
BCS Wealth Management sold 456 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $25.8K.
JPMorgan Equity Premium Income ETF made up 0.05% of BCS Wealth Management's portfolio in Q2 2026, its #229 holding.
BCS Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
BCS Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $1.03M in Q1 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.