Brady Martz Wealth Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Brady Martz Wealth Solutions’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	$4.67M	Sell	83,098 -22,327	-21%	-$1.27M	0.69%	31
2026 Q2	$5.95M	Buy	105,425 +306	+0.3%	+$17.3K	0.9%	26
2026 Q1	$5.96M	Sell	105,119 -31,257	-23%	-$1.82M	1.02%	25
2025 Q4	$7.81M	Sell	136,376 -464	-0.3%	-$26.5K	1.37%	20
2025 Q3	$7.81M	Buy	136,840 +409	+0.3%	+$23.2K	1.42%	21
2025 Q2	$7.76M	Sell	136,431 -2,870	-2%	-$159K	1.5%	17
2025 Q1	$7.96M	Buy	139,301 +132	+0.1%	+$7.69K	1.8%	12
2024 Q4	$8M	Buy	+139,169	New	+$8.26M	1.93%	10

Other funds holding JEPI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Brady Martz Wealth Solutions's JEPI Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 21% in Q3 2026, selling an estimated $1.27M and leaving 83,098 shares worth $4.67M. The position accounts for 0.69% of the portfolio, ranked #31.

Brady Martz Wealth Solutions first reported a position in JEPI in Q4 2024 and has held it in 8 quarters since. The position peaked at $8M in Q4 2024. 916 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Brady Martz Wealth Solutions held 83,098 shares of JPMorgan Equity Premium Income ETF worth $4.67M as of Q3 2026.
Brady Martz Wealth Solutions sold 22,327 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $1.27M.
JPMorgan Equity Premium Income ETF made up 0.69% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #31 holding.
Brady Martz Wealth Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's JPMorgan Equity Premium Income ETF position peaked at $8M in Q4 2024.
916 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.