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

Darden 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	$635K	Buy	11,248 +19	+0.2%	+$1.07K	0.25%	81
2026 Q1	$637K	Buy	11,229 +4	+0%	+$233	0.32%	69
2025 Q4	$643K	Buy	11,225 +275	+3%	+$15.7K	0.31%	66
2025 Q3	$625K	Sell	10,950 -800	-7%	-$45.4K	0.33%	67
2025 Q2	$668K	Sell	11,750 -2,500	-18%	-$138K	0.4%	58
2025 Q1	$814K	Buy	14,250 +100	+0.7%	+$5.83K	0.63%	43
2024 Q4	$814K	Buy	14,150 +1,350	+11%	+$80.2K	0.55%	44
2024 Q3	$762K	Buy	12,800 +3,650	+40%	+$210K	0.55%	46
2024 Q2	$519K	Buy	9,150 +200	+2%	+$11.3K	0.31%	56
2024 Q1	$518K	Buy	8,950 +350	+4%	+$19.7K	0.41%	62
2023 Q4	$477K	Buy	+8,600	New	+$464K	0.46%	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

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

Darden Wealth Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.17% in Q2 2026, buying an estimated $1.07K and bringing the position to 11,248 shares worth $635K. The position accounts for 0.25% of the portfolio, ranked #81.

Darden Wealth Group first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $814K in Q1 2025. 1,412 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Darden Wealth Group held 11,248 shares of JPMorgan Equity Premium Income ETF worth $635K as of Q2 2026.
Darden Wealth Group bought 19 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.07K.
JPMorgan Equity Premium Income ETF made up 0.25% of Darden Wealth Group's portfolio in Q2 2026, its #81 holding.
Darden Wealth Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
Darden Wealth Group's JPMorgan Equity Premium Income ETF position peaked at $814K in Q1 2025.
1,412 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.