Burling Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Burling Wealth Partners’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	$1.21M	Buy	21,367 +1,850	+9%	+$104K	0.18%	93
2026 Q1	$1.11M	Sell	19,517 -3,269	-14%	-$190K	0.18%	91
2025 Q4	$1.3M	Sell	22,786 -347	-2%	-$19.8K	0.2%	83
2025 Q3	$1.32M	Sell	23,133 -237	-1%	-$13.5K	0.22%	82
2025 Q2	$1.33M	Sell	23,370 -1,692	-7%	-$93.7K	0.25%	83
2025 Q1	$1.43M	Sell	25,062 -1,844	-7%	-$107K	0.3%	77
2024 Q4	$1.55M	Buy	+26,906	New	+$1.6M	0.32%	76

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 22.9% 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

Burling Wealth Partners's JEPI Position: Q2 2026 in Review

Burling Wealth Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 9.5% in Q2 2026, buying an estimated $104K and bringing the position to 21,367 shares worth $1.21M. The position accounts for 0.18% of the portfolio, ranked #93.

Burling Wealth Partners first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q4 2024. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Burling Wealth Partners held 21,367 shares of JPMorgan Equity Premium Income ETF worth $1.21M as of Q2 2026.
Burling Wealth Partners bought 1,850 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $104K.
JPMorgan Equity Premium Income ETF made up 0.18% of Burling Wealth Partners's portfolio in Q2 2026, its #93 holding.
Burling Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Burling Wealth Partners's JPMorgan Equity Premium Income ETF position peaked at $1.55M in Q4 2024.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.