Benchmark Financial Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Benchmark Financial 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	–	Sell	-13,505	Closed	-$765K	–	152
2026 Q1	$765K	Sell	13,505 -2,630	-16%	-$153K	0.21%	61
2025 Q4	$924K	Sell	16,135 -3,510	-18%	-$200K	0.27%	53
2025 Q3	$1.12M	Sell	19,645 -2,265	-10%	-$129K	0.34%	42
2025 Q2	$1.25M	Sell	21,910 -2,178	-9%	-$121K	0.41%	37
2025 Q1	$1.38M	Buy	24,088 +2,058	+9%	+$120K	0.52%	29
2024 Q4	$1.27M	Buy	22,030 +3,473	+19%	+$206K	0.41%	35
2024 Q3	$1.1M	Buy	18,557 +1,754	+10%	+$101K	0.37%	33
2024 Q2	$952K	Buy	16,803 +4,470	+36%	+$253K	0.35%	31
2024 Q1	$714K	Buy	12,333 +7,072	+134%	+$398K	0.27%	39
2023 Q4	$289K	Buy	5,261 +787	+18%	+$42.4K	0.12%	63
2023 Q3	$240K	Buy	+4,474	New	+$247K	0.11%	61

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

Benchmark Financial Wealth Advisors's JEPI Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 13,505 shares — an estimated $765K sold.

Benchmark Financial Wealth Advisors first reported a position in JEPI in Q3 2023 and held it in 11 quarters. The position peaked at $1.38M in Q1 2025. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Benchmark Financial Wealth Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 13,505 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $765K.
Benchmark Financial Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and held it in 11 quarters.
Benchmark Financial Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $1.38M in Q1 2025.
1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.