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 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

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

Brady Martz Wealth Solutions's JEPI Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.29% in Q2 2026, buying an estimated $17.3K and bringing the position to 105,425 shares worth $5.95M. The position accounts for 0.9% of the portfolio, ranked #26.

Brady Martz Wealth Solutions first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $8M in Q4 2024. 1,415 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Brady Martz Wealth Solutions held 105,425 shares of JPMorgan Equity Premium Income ETF worth $5.95M as of Q2 2026.
Brady Martz Wealth Solutions bought 306 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $17.3K.
JPMorgan Equity Premium Income ETF made up 0.9% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #26 holding.
Brady Martz Wealth Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's JPMorgan Equity Premium Income ETF position peaked at $8M in Q4 2024.
1,415 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.