Cherry Tree Wealth Management
JEPI icon

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

Cherry Tree 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 		$669K Sell
11,905
-23,511
-66% -$1.34M 0.13% 84
2026
Q2 		$2M Sell
35,416
-6,443
-15% -$364K 0.38% 55
2026
Q1 		$2.37M Sell
41,859
-7,205
-15% -$419K 0.5% 46
2025
Q4 		$2.81M Sell
49,064
-10
-0% -$571 0.59% 45
2025
Q3 		$2.8M Sell
49,074
-122
-0.2% -$6.93K 0.62% 45
2025
Q2 		$2.8M Buy
49,196
+597
+1% +$33.1K 0.65% 42
2025
Q1 		$2.78M Buy
48,599
+17,119
+54% +$997K 0.67% 39
2024
Q4 		$1.81M Sell
31,480
-1,161
-4% -$68.9K 0.45% 47
2024
Q3 		$1.94M Buy
32,641
+6
+0% +$345 0.46% 48
2024
Q2 		$1.85M Buy
32,635
+1,222
+4% +$69.1K 0.46% 48
2024
Q1 		$1.82M Buy
31,413
+38
+0.1% +$2.14K 0.46% 48
2023
Q4 		$1.72M Buy
31,375
+2,890
+10% +$156K 0.46% 46
2023
Q3 		$1.53M Buy
28,485
+14,102
+98% +$777K 0.45% 41
2023
Q2 		$796K Buy
+14,383
New +$785K 0.23% 63

Other funds holding JEPI

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Sterling Investment Counsel
Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return

Cherry Tree Wealth Management's JEPI Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 66% in Q3 2026, selling an estimated $1.34M and leaving 11,905 shares worth $669K. The position accounts for 0.13% of the portfolio, ranked #84.

Cherry Tree Wealth Management first reported a position in JEPI in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.81M in Q4 2025. 495 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Cherry Tree Wealth Management held 11,905 shares of JPMorgan Equity Premium Income ETF worth $669K as of Q3 2026.
  • Cherry Tree Wealth Management sold 23,511 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $1.34M.
  • JPMorgan Equity Premium Income ETF made up 0.13% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #84 holding.
  • Cherry Tree Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $2.81M in Q4 2025.
  • 495 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.