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

Bright Futures 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	$508K	Buy	8,993 +1,069	+13%	+$60.4K	0.33%	93
2026 Q1	$449K	Buy	7,924 +19	+0.2%	+$1.1K	0.31%	92
2025 Q4	$452K	Sell	7,905 -13,663	-63%	-$780K	0.33%	86
2025 Q3	$1.23M	Buy	+21,568	New	+$1.22M	0.96%	34
2025 Q1	$1.42M	Sell	27,030 -560	-2%	-$32.6K	1.56%	18
2024 Q4	$1.63M	Buy	27,590 +22,355	+427%	+$1.33M	1.45%	21
2024 Q3	$310K	Buy	5,235 +524	+11%	+$30.1K	0.15%	165
2024 Q2	$266K	Buy	4,711 +11	+0.2%	+$622	0.14%	167
2024 Q1	$267K	Buy	+4,700	New	+$265K	0.14%	163

Other funds holding JEPI

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Bright Futures Wealth Management's JEPI Position: Q2 2026 in Review

Bright Futures Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 13% in Q2 2026, buying an estimated $60.4K and bringing the position to 8,993 shares worth $508K. The position accounts for 0.33% of the portfolio, ranked #93.

Bright Futures Wealth Management first reported a position in JEPI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.63M in Q4 2024. 616 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Bright Futures Wealth Management held 8,993 shares of JPMorgan Equity Premium Income ETF worth $508K as of Q2 2026.
Bright Futures Wealth Management bought 1,069 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $60.4K.
JPMorgan Equity Premium Income ETF made up 0.33% of Bright Futures Wealth Management's portfolio in Q2 2026, its #93 holding.
Bright Futures Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $1.63M in Q4 2024.
616 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.