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

Crux 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	$339K	Buy	6,005 +133	+2%	+$7.51K	0.12%	145
2026 Q1	$333K	Buy	5,872 +62	+1%	+$3.61K	0.13%	136
2025 Q4	$333K	Buy	5,810 +60	+1%	+$3.43K	0.12%	137
2025 Q3	$328K	Buy	5,750 +113	+2%	+$6.42K	0.13%	136
2025 Q2	$320K	Buy	5,637 +104	+2%	+$5.76K	0.14%	136
2025 Q1	$316K	Buy	+5,533	New	+$322K	0.16%	136

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

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

Crux Wealth Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.3% in Q2 2026, buying an estimated $7.51K and bringing the position to 6,005 shares worth $339K. The position accounts for 0.12% of the portfolio, ranked #145.

Crux Wealth Advisors first reported a position in JEPI in Q1 2025 and has held it in 6 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Crux Wealth Advisors held 6,005 shares of JPMorgan Equity Premium Income ETF worth $339K as of Q2 2026.
Crux Wealth Advisors bought 133 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $7.51K.
JPMorgan Equity Premium Income ETF made up 0.12% of Crux Wealth Advisors's portfolio in Q2 2026, its #145 holding.
Crux Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.