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 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%	+$8.31K	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

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

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

BKM Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 14% in Q2 2026, selling an estimated $233K and leaving 26,434 shares worth $1.49M. The position accounts for 0.53% of the portfolio, ranked #54.

BKM Wealth Management first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.85M in Q2 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

BKM Wealth Management held 26,434 shares of JPMorgan Equity Premium Income ETF worth $1.49M as of Q2 2026.
BKM Wealth Management sold 4,129 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $233K.
JPMorgan Equity Premium Income ETF made up 0.53% of BKM Wealth Management's portfolio in Q2 2026, its #54 holding.
BKM Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $1.85M in Q2 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.