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

Clarity 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 		$3.55M Buy
62,799
+1,077
+2% +$60.8K 0.63% 32
2026
Q1 		$3.5M Sell
61,722
-4,274
-6% -$249K 0.72% 32
2025
Q4 		$3.78M Sell
65,996
-114
-0.2% -$6.51K 0.77% 32
2025
Q3 		$3.77M Buy
66,110
+5,968
+10% +$339K 0.83% 31
2025
Q2 		$3.42M Buy
60,142
+3,272
+6% +$181K 0.84% 32
2025
Q1 		$3.25M Buy
56,870
+1,182
+2% +$68.9K 0.9% 32
2024
Q4 		$3.2M Buy
55,688
+401
+0.7% +$23.8K 0.87% 32
2024
Q3 		$3.29M Buy
55,287
+360
+0.7% +$20.7K 0.96% 30
2024
Q2 		$3.11M Buy
54,927
+1,067
+2% +$60.4K 1.01% 31
2024
Q1 		$3.12M Buy
53,860
+4,576
+9% +$258K 1.05% 30
2023
Q4 		$2.71M Buy
49,284
+6,457
+15% +$348K 1.02% 29
2023
Q3 		$2.29M Buy
42,827
+104
+0.2% +$5.73K 1.04% 27
2023
Q2 		$2.36M Buy
42,723
+12,590
+42% +$688K 1.06% 27
2023
Q1 		$1.65M Buy
30,133
+14,014
+87% +$760K 0.84% 27
2022
Q4 		$878K Buy
16,119
+1,059
+7% +$57.5K 0.51% 33
2022
Q3 		$771K Sell
15,060
-650
-4% -$36.2K 0.46% 34
2022
Q2 		$871K Buy
15,710
+6,400
+69% +$370K 0.5% 34
2022
Q1 		$571K Buy
9,310
+5,703
+158% +$345K 0.27% 42
2021
Q4 		$227K Buy
+3,607
New +$222K 0.11% 64

Other funds holding JEPI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Clarity Wealth Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.7% in Q2 2026, buying an estimated $60.8K and bringing the position to 62,799 shares worth $3.55M. The position accounts for 0.63% of the portfolio, ranked #32.

Clarity Wealth Advisors first reported a position in JEPI in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.78M in Q4 2025. 734 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Clarity Wealth Advisors held 62,799 shares of JPMorgan Equity Premium Income ETF worth $3.55M as of Q2 2026.
  • Clarity Wealth Advisors bought 1,077 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $60.8K.
  • JPMorgan Equity Premium Income ETF made up 0.63% of Clarity Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Clarity Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Clarity Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $3.78M in Q4 2025.
  • 734 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.