Brown Miller Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Brown Miller 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	$1.36M	Buy	24,079 +852	+4%	+$48.1K	0.34%	63
2026 Q1	$1.32M	Buy	23,227 +2,058	+10%	+$120K	0.37%	60
2025 Q4	$1.21M	Buy	21,169 +379	+2%	+$21.6K	0.33%	61
2025 Q3	$1.19M	Buy	20,790 +4,907	+31%	+$279K	0.34%	62
2025 Q2	$903K	Buy	15,883 +919	+6%	+$50.9K	0.28%	71
2025 Q1	$855K	Buy	14,964 +2,585	+21%	+$151K	0.3%	70
2024 Q4	$712K	Buy	12,379 +2,303	+23%	+$137K	0.27%	65
2024 Q3	$600K	Buy	+10,076	New	+$580K	0.23%	71

Other funds holding JEPI

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Brown Miller Wealth Management's JEPI Position: Q2 2026 in Review

Brown Miller Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.7% in Q2 2026, buying an estimated $48.1K and bringing the position to 24,079 shares worth $1.36M. The position accounts for 0.34% of the portfolio, ranked #63.

Brown Miller Wealth Management first reported a position in JEPI in Q3 2024 and has held it in 8 quarters since. 499 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Brown Miller Wealth Management held 24,079 shares of JPMorgan Equity Premium Income ETF worth $1.36M as of Q2 2026.
Brown Miller Wealth Management bought 852 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $48.1K.
JPMorgan Equity Premium Income ETF made up 0.34% of Brown Miller Wealth Management's portfolio in Q2 2026, its #63 holding.
Brown Miller Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
499 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.