BKM Wealth Management
JEPI icon

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

BKM 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
Q3 		$1.89M Buy
33,694
+7,260
+27% +$414K 0.61% 50
2026
Q2 		$1.49M Sell
26,434
-4,129
-14% -$233K 0.53% 54
2026
Q1 		$1.73M Buy
30,563
+53
+0.2% +$3.08K 0.63% 49
2025
Q4 		$1.75M Buy
30,510
+1,029
+3% +$58.8K 0.64% 46
2025
Q3 		$1.68M Sell
29,481
-3,128
-10% -$178K 0.62% 50
2025
Q2 		$1.85M Buy
32,609
+1,114
+4% +$61.7K 0.72% 43
2025
Q1 		$1.8M Buy
31,495
+708
+2% +$41.2K 0.74% 42
2024
Q4 		$1.77M Buy
30,787
+875
+3% +$52K 0.73% 40
2024
Q3 		$1.78M Sell
29,912
-1,449
-5% -$83.4K 0.72% 38
2024
Q2 		$1.78M Buy
31,361
+147
+0.5% +$8.32K 0.85% 34
2024
Q1 		$1.81M Sell
31,214
-463
-1% -$26.1K 0.78% 36
2023
Q4 		$1.74M Buy
+31,677
New +$1.71M 0.74% 30

Other funds holding JEPI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cornerstone Advisory
Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

BKM Wealth Management's JEPI Position: Q3 2026 in Review

BKM Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 27% in Q3 2026, buying an estimated $414K and bringing the position to 33,694 shares worth $1.89M. The position accounts for 0.61% of the portfolio, ranked #50.

BKM Wealth Management first reported a position in JEPI in Q4 2023 and has held it in 12 quarters since. 979 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • BKM Wealth Management held 33,694 shares of JPMorgan Equity Premium Income ETF worth $1.89M as of Q3 2026.
  • BKM Wealth Management bought 7,260 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $414K.
  • JPMorgan Equity Premium Income ETF made up 0.61% of BKM Wealth Management's portfolio in Q3 2026, its #50 holding.
  • BKM Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 12 quarters since.
  • 979 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.