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

Cannon Wealth Management Services’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 Q1	$1.92M	Buy	33,960 +13,547	+66%	+$788K	1.3%	22
2025 Q4	$1.17M	Buy	20,413 +877	+4%	+$50.1K	0.82%	28
2025 Q3	$1.12M	Sell	19,536 -2,894	-13%	-$164K	0.84%	26
2025 Q2	$1.28M	Buy	22,430 +424	+2%	+$23.5K	1.04%	24
2025 Q1	$1.23M	Buy	22,006 +2,554	+13%	+$149K	1.09%	20
2024 Q4	$1.14M	Buy	19,452 +3,825	+24%	+$227K	0.98%	23
2024 Q3	$930K	Buy	+15,627	New	+$899K	0.85%	26

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cannon Wealth Management Services's JEPI Position: Q1 2026 in Review

Cannon Wealth Management Services increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 66% in Q1 2026, buying an estimated $788K and bringing the position to 33,960 shares worth $1.92M. The position accounts for 1.3% of the portfolio, ranked #22.

Cannon Wealth Management Services first reported a position in JEPI in Q3 2024 and has held it in 7 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Cannon Wealth Management Services held 33,960 shares of JPMorgan Equity Premium Income ETF worth $1.92M as of Q1 2026.
Cannon Wealth Management Services bought 13,547 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $788K.
JPMorgan Equity Premium Income ETF made up 1.3% of Cannon Wealth Management Services's portfolio in Q1 2026, its #22 holding.
Cannon Wealth Management Services first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 7 quarters since.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.