Clark Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Clark Wealth Partners’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	$5.3M	Buy	94,336 +3,527	+4%	+$201K	2.75%	9
2026 Q2	$5.13M	Buy	90,809 +7,871	+9%	+$445K	2.9%	9
2026 Q1	$4.7M	Buy	82,938 +3,740	+5%	+$218K	3.16%	9
2025 Q4	$4.53M	Hold	79,198	–	–	2.76%	9
2025 Q3	$4.53M	Sell	79,198 -2,846	-3%	-$162K	2.76%	9
2025 Q2	$4.66M	Buy	82,044 +3,388	+4%	+$188K	3.15%	9
2025 Q1	$4.49M	Buy	78,656 +14,064	+22%	+$819K	3.33%	9
2024 Q4	$3.72M	Buy	+64,592	New	+$3.84M	2.88%	10

Other funds holding JEPI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Clark Wealth Partners's JEPI Position: Q3 2026 in Review

Clark Wealth Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.9% in Q3 2026, buying an estimated $201K and bringing the position to 94,336 shares worth $5.3M. The position accounts for 2.75% of the portfolio, ranked #9.

Clark Wealth Partners first reported a position in JEPI in Q4 2024 and has held it in 8 quarters since. 1,269 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Clark Wealth Partners held 94,336 shares of JPMorgan Equity Premium Income ETF worth $5.3M as of Q3 2026.
Clark Wealth Partners bought 3,527 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $201K.
JPMorgan Equity Premium Income ETF made up 2.75% of Clark Wealth Partners's portfolio in Q3 2026, its #9 holding.
Clark Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 8 quarters since.
1,269 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.