Cornerstone Wealth Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Cornerstone Wealth 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	$762K	Sell	13,492 -675	-5%	-$38.1K	0.05%	197
2026 Q1	$815K	Sell	14,167 -91,782	-87%	-$5.34M	0.05%	178
2025 Q4	$6.06M	Buy	105,949 +5,767	+6%	+$329K	0.41%	71
2025 Q3	$5.72M	Buy	100,182 +1,125	+1%	+$63.9K	0.39%	71
2025 Q2	$5.63M	Sell	99,057 -2,148	-2%	-$119K	0.42%	70
2025 Q1	$5.78M	Buy	101,205 +24,783	+32%	+$1.44M	0.48%	63
2024 Q4	$4.4M	Buy	76,422 +1,313	+2%	+$78K	0.36%	78
2024 Q3	$4.47M	Buy	75,109 +1,235	+2%	+$71K	0.37%	75
2024 Q2	$4.19M	Buy	73,874 +1,631	+2%	+$92.3K	0.37%	68
2024 Q1	$4.18M	Buy	72,243 +2,266	+3%	+$128K	0.38%	66
2023 Q4	$3.85M	Sell	69,977 -7,186	-9%	-$387K	0.55%	54
2023 Q3	$4.13M	Buy	77,163 +734	+1%	+$40.4K	0.73%	40
2023 Q2	$4.23M	Buy	76,429 +3,068	+4%	+$168K	0.77%	43
2023 Q1	$4.01M	Buy	73,361 +13,619	+23%	+$739K	0.71%	49
2022 Q4	$3.26M	Buy	+59,742	New	+$3.24M	0.62%	57

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

Cornerstone Wealth Group's JEPI Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.8% in Q2 2026, selling an estimated $38.1K and leaving 13,492 shares worth $762K. The position accounts for 0.05% of the portfolio, ranked #197.

Cornerstone Wealth Group first reported a position in JEPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.06M in Q4 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Cornerstone Wealth Group held 13,492 shares of JPMorgan Equity Premium Income ETF worth $762K as of Q2 2026.
Cornerstone Wealth Group sold 675 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $38.1K.
JPMorgan Equity Premium Income ETF made up 0.05% of Cornerstone Wealth Group's portfolio in Q2 2026, its #197 holding.
Cornerstone Wealth Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
Cornerstone Wealth Group's JPMorgan Equity Premium Income ETF position peaked at $6.06M in Q4 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.