Chung Wu Investment Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Chung Wu Investment Group’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	$104K	Sell	1,850 -1,500	-45%	-$84.7K	0.07%	133
2026 Q1	$190K	Buy	3,350 +2,950	+738%	+$172K	0.16%	90
2025 Q4	$22.9K	Hold	400	–	–	0.02%	172
2025 Q3	$22.8K	Sell	400 -35,522	-99%	-$2.02M	0.02%	173
2025 Q2	$2.04M	Buy	35,922 +14,390	+67%	+$797K	2.13%	11
2025 Q1	$1.23M	Sell	21,532 -500	-2%	-$29.1K	1.47%	20
2024 Q4	$1.27M	Buy	+22,032	New	+$1.31M	1.28%	21

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 22.96% 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

Chung Wu Investment Group's JEPI Position: Q2 2026 in Review

Chung Wu Investment Group reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 45% in Q2 2026, selling an estimated $84.7K and leaving 1,850 shares worth $104K. The position accounts for 0.07% of the portfolio, ranked #133.

Chung Wu Investment Group first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q2 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Chung Wu Investment Group held 1,850 shares of JPMorgan Equity Premium Income ETF worth $104K as of Q2 2026.
Chung Wu Investment Group sold 1,500 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $84.7K.
JPMorgan Equity Premium Income ETF made up 0.07% of Chung Wu Investment Group's portfolio in Q2 2026, its #133 holding.
Chung Wu Investment Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Chung Wu Investment Group's JPMorgan Equity Premium Income ETF position peaked at $2.04M in Q2 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.