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CWA Asset Management Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

CWA Asset Management 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 		– Sell
-5,848
Closed -$331K – 748
2026
Q1 		$331K Buy
5,848
+1,315
+29% +$76.5K 0.01% 546
2025
Q4 		$259K Sell
4,533
-2,167
-32% -$124K 0.01% 571
2025
Q3 		$383K Buy
+6,700
New +$380K 0.01% 522

Other funds holding JEPI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CWA Asset Management Group's JEPI Position: Q2 2026 in Review

CWA Asset Management Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 5,848 shares — an estimated $331K sold.

CWA Asset Management Group first reported a position in JEPI in Q3 2025 and held it in 3 quarters. The position peaked at $383K in Q3 2025. 953 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • CWA Asset Management Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • CWA Asset Management Group sold 5,848 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $331K.
  • CWA Asset Management Group first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and held it in 3 quarters.
  • CWA Asset Management Group's JPMorgan Equity Premium Income ETF position peaked at $383K in Q3 2025.
  • 953 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.