CWS
JEPI icon

Cypress Wealth Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Cypress Wealth Services’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 		$555K Sell
9,821
-2,560
-21% -$145K 0.07% 218
2026
Q1 		$702K Buy
12,381
+114
+0.9% +$6.63K 0.1% 166
2025
Q4 		$702K Buy
+12,267
New +$700K 0.1% 161

Other funds holding JEPI

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Cypress Wealth Services's JEPI Position: Q2 2026 in Review

Cypress Wealth Services reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 21% in Q2 2026, selling an estimated $145K and leaving 9,821 shares worth $555K. The position accounts for 0.07% of the portfolio, ranked #218.

Cypress Wealth Services first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $702K in Q4 2025. 611 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Cypress Wealth Services held 9,821 shares of JPMorgan Equity Premium Income ETF worth $555K as of Q2 2026.
  • Cypress Wealth Services sold 2,560 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $145K.
  • JPMorgan Equity Premium Income ETF made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #218 holding.
  • Cypress Wealth Services first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Cypress Wealth Services's JPMorgan Equity Premium Income ETF position peaked at $702K in Q4 2025.
  • 611 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.