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

Connecticut 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 Q2	$292K	Buy	5,169 +6	+0.1%	+$339	0.01%	295
2026 Q1	$293K	Buy	+5,163	New	+$300K	0.01%	281

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

Connecticut Wealth Management's JEPI Position: Q2 2026 in Review

Connecticut Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.12% in Q2 2026, buying an estimated $339 and bringing the position to 5,169 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #295.

Connecticut Wealth Management first reported a position in JEPI in Q1 2026 and has held it in 2 quarters since. The position peaked at $293K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Connecticut Wealth Management held 5,169 shares of JPMorgan Equity Premium Income ETF worth $292K as of Q2 2026.
Connecticut Wealth Management bought 6 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $339.
JPMorgan Equity Premium Income ETF made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #295 holding.
Connecticut Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
Connecticut Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $293K in Q1 2026.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.