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

Brown 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 Q3	$848K	Buy	15,075 +2,505	+20%	+$143K	0.19%	60
2026 Q2	$710K	Buy	+12,570	New	+$710K	0.16%	70
2025 Q2	–	Sell	-3,522	Closed	-$201K	–	102
2025 Q1	$201K	Sell	3,522 -28	-0.8%	-$1.63K	0.07%	91
2024 Q4	$204K	Buy	+3,550	New	+$211K	0.07%	81

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

Brown Wealth Management's JEPI Position: Q3 2026 in Review

Brown Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 20% in Q3 2026, buying an estimated $143K and bringing the position to 15,075 shares worth $848K. The position accounts for 0.19% of the portfolio, ranked #60.

Brown Wealth Management first reported a position in JEPI in Q4 2024 and has held it in 4 quarters since. 916 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Brown Wealth Management held 15,075 shares of JPMorgan Equity Premium Income ETF worth $848K as of Q3 2026.
Brown Wealth Management bought 2,505 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $143K.
JPMorgan Equity Premium Income ETF made up 0.19% of Brown Wealth Management's portfolio in Q3 2026, its #60 holding.
Brown Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 4 quarters since.
916 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.