Bridgewealth Advisory Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Bridgewealth Advisory Group’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	$433K	Sell	7,672 -2,394	-24%	-$135K	0.08%	88
2026 Q1	$571K	Sell	10,066 -19,669	-66%	-$1.14M	0.12%	73
2025 Q4	$1.7M	Sell	29,735 -81,644	-73%	-$4.66M	0.38%	44
2025 Q3	$6.36M	Buy	111,379 +8,672	+8%	+$492K	1.47%	21
2025 Q2	$5.84M	Buy	102,707 +71,472	+229%	+$3.96M	1.48%	19
2025 Q1	$1.78M	Sell	31,235 -91,521	-75%	-$5.33M	2.35%	13
2024 Q4	$7.28M	Sell	122,756 -13,661	-10%	-$811K	2.06%	18
2024 Q3	$8.12M	Buy	136,417 +6,787	+5%	+$390K	2.95%	10
2024 Q2	$7.35M	Buy	129,630 +14,384	+12%	+$814K	3.25%	9
2024 Q1	$6.67M	Buy	115,246 +73,031	+173%	+$4.11M	3.26%	10
2023 Q4	$2.32M	Buy	42,215 +17,849	+73%	+$962K	1.78%	16
2023 Q3	$1.31M	Buy	24,366 +5,950	+32%	+$328K	1.6%	15
2023 Q2	$1.02M	Buy	18,416 +7,702	+72%	+$421K	1.66%	13
2023 Q1	$585K	Buy	+10,714	New	+$581K	1.08%	20

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

Bridgewealth Advisory Group's JEPI Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 24% in Q2 2026, selling an estimated $135K and leaving 7,672 shares worth $433K. The position accounts for 0.08% of the portfolio, ranked #88.

Bridgewealth Advisory Group first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.12M in Q3 2024. 1,411 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Bridgewealth Advisory Group held 7,672 shares of JPMorgan Equity Premium Income ETF worth $433K as of Q2 2026.
Bridgewealth Advisory Group sold 2,394 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $135K.
JPMorgan Equity Premium Income ETF made up 0.08% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #88 holding.
Bridgewealth Advisory Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
Bridgewealth Advisory Group's JPMorgan Equity Premium Income ETF position peaked at $8.12M in Q3 2024.
1,411 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.