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Birchwood Financial Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Birchwood Financial Partners’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 		$407 Hold
7
– – ﹤0.01% 348
2026
Q1 		$399 Buy
+7
New +$407 ﹤0.01% 343

Other funds holding JEPI

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Bank of America
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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

Birchwood Financial Partners's JEPI Position: Q2 2026 in Review

Birchwood Financial Partners held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 7 shares worth $407. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Birchwood Financial Partners first reported a position in JEPI in Q1 2026 and has held it in 2 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Birchwood Financial Partners held 7 shares of JPMorgan Equity Premium Income ETF worth $407 as of Q2 2026.
  • Birchwood Financial Partners left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #348 holding.
  • Birchwood Financial Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.