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Canvas Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Canvas Wealth Advisors’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 		$565K Buy
10,006
+565
+6% +$31.9K 0.08% 130
2026
Q1 		$535K Buy
9,441
+450
+5% +$26.2K 0.09% 125
2025
Q4 		$518K Buy
8,991
+122
+1% +$6.97K 0.09% 118
2025
Q3 		$506K Buy
8,869
+397
+5% +$22.5K 0.09% 113
2025
Q2 		$484K Buy
8,472
+1,415
+20% +$78.4K 0.1% 113
2025
Q1 		$380K Sell
7,057
-544
-7% -$31.7K 0.1% 117
2024
Q4 		$441K Sell
7,601
-3,331
-30% -$198K 0.11% 102
2024
Q3 		$651K Buy
10,932
+735
+7% +$42.3K 0.18% 74
2024
Q2 		$582K Buy
10,197
+1,326
+15% +$75K 0.18% 73
2024
Q1 		$493K Buy
+8,871
New +$500K 0.17% 76

Other funds holding JEPI

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
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Canvas Wealth Advisors's JEPI Position: Q2 2026 in Review

Canvas Wealth Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 6% in Q2 2026, buying an estimated $31.9K and bringing the position to 10,006 shares worth $565K. The position accounts for 0.08% of the portfolio, ranked #130.

Canvas Wealth Advisors first reported a position in JEPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $651K in Q3 2024. 256 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Canvas Wealth Advisors held 10,006 shares of JPMorgan Equity Premium Income ETF worth $565K as of Q2 2026.
  • Canvas Wealth Advisors bought 565 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $31.9K.
  • JPMorgan Equity Premium Income ETF made up 0.08% of Canvas Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Canvas Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
  • Canvas Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $651K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.