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

Cyndeo 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 		$1.31M Sell
23,242
-3,704
-14% -$209K 0.06% 230
2026
Q1 		$1.53M Buy
26,946
+9
+0% +$524 0.08% 194
2025
Q4 		$1.54M Buy
26,937
+12,790
+90% +$730K 0.08% 195
2025
Q3 		$808K Sell
14,147
-4,140
-23% -$235K 0.04% 260
2025
Q2 		$1.04M Buy
18,287
+101
+0.6% +$5.59K 0.06% 224
2025
Q1 		$1.04M Hold
18,186
– – 0.07% 210
2024
Q4 		$1.05M Sell
18,186
-124
-0.7% -$7.36K 0.07% 211
2024
Q3 		$1.09M Sell
18,310
-516
-3% -$29.7K 0.08% 209
2024
Q2 		$1.07M Buy
18,826
+1,629
+9% +$92.1K 0.08% 204
2024
Q1 		$995K Buy
17,197
+2,727
+19% +$154K 0.08% 200
2023
Q4 		$796K Hold
14,470
– – 0.07% 207
2023
Q3 		$775K Hold
14,470
– – 0.08% 191
2023
Q2 		$801K Buy
14,470
+6,122
+73% +$334K 0.08% 185
2023
Q1 		$456K Hold
8,348
– – 0.05% 224
2022
Q4 		$455K Buy
+8,348
New +$453K 0.05% 226

Other funds holding JEPI

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
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
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
SIC
Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

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

Cyndeo Wealth Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 14% in Q2 2026, selling an estimated $209K and leaving 23,242 shares worth $1.31M. The position accounts for 0.06% of the portfolio, ranked #230.

Cyndeo Wealth Partners first reported a position in JEPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.54M in Q4 2025. 340 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Cyndeo Wealth Partners held 23,242 shares of JPMorgan Equity Premium Income ETF worth $1.31M as of Q2 2026.
  • Cyndeo Wealth Partners sold 3,704 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $209K.
  • JPMorgan Equity Premium Income ETF made up 0.06% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #230 holding.
  • Cyndeo Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's JPMorgan Equity Premium Income ETF position peaked at $1.54M in Q4 2025.
  • 340 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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