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

Core 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
Q2 		$212K Sell
3,758
-2,798
-43% -$158K 0.09% 175
2026
Q1 		$372K Buy
6,556
+523
+9% +$30.4K 0.17% 111
2025
Q4 		$345K Buy
+6,033
New +$344K 0.16% 115

Other funds holding JEPI

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Core Wealth Partners's JEPI Position: Q2 2026 in Review

Core Wealth Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 43% in Q2 2026, selling an estimated $158K and leaving 3,758 shares worth $212K. The position accounts for 0.09% of the portfolio, ranked #175.

Core Wealth Partners first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $372K in Q1 2026. 502 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Core Wealth Partners held 3,758 shares of JPMorgan Equity Premium Income ETF worth $212K as of Q2 2026.
  • Core Wealth Partners sold 2,798 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $158K.
  • JPMorgan Equity Premium Income ETF made up 0.09% of Core Wealth Partners's portfolio in Q2 2026, its #175 holding.
  • Core Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Core Wealth Partners's JPMorgan Equity Premium Income ETF position peaked at $372K in Q1 2026.
  • 502 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.