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

Destiny 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	–	Sell	-518	Closed	-$29.3K	–	651
2026 Q1	$29.3K	Buy	+518	New	+$30.1K	﹤0.01%	561
2025 Q4	–	Sell	-132,953	Closed	-$7.59M	–	218
2025 Q3	$7.59M	Buy	132,953 +10,282	+8%	+$584K	0.93%	35
2025 Q2	$6.97M	Buy	122,671 +3,326	+3%	+$184K	0.94%	38
2025 Q1	$6.82M	Buy	119,345 +4,946	+4%	+$288K	1.08%	31
2024 Q4	$6.58M	Buy	114,399 +5,395	+5%	+$320K	1.08%	33
2024 Q3	$6.49M	Buy	109,004 +5,177	+5%	+$298K	1.14%	31
2024 Q2	$5.88M	Sell	103,827 -327	-0.3%	-$18.5K	1.06%	32
2024 Q1	$6.03M	Buy	104,154 +5,047	+5%	+$284K	1.08%	37
2023 Q4	$5.43M	Buy	99,107 +3,580	+4%	+$193K	1.02%	38
2023 Q3	$5.12M	Buy	95,527 +9,108	+11%	+$502K	1.03%	37
2023 Q2	$4.83M	Buy	86,419 +5,805	+7%	+$317K	0.92%	38
2023 Q1	$4.4M	Buy	80,614 +12,161	+18%	+$660K	0.91%	36
2022 Q4	$3.73M	Sell	68,453 -5,569	-8%	-$302K	0.81%	40
2022 Q3	$3.79M	Sell	74,022 -1,381	-2%	-$76.9K	0.85%	41
2022 Q2	$4.18M	Sell	75,403 -2,913	-4%	-$169K	0.92%	38
2022 Q1	$4.81M	Buy	+78,316	New	+$4.74M	0.94%	38

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

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

Destiny Wealth Partners sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 518 shares — an estimated $29.3K sold.

Destiny Wealth Partners first reported a position in JEPI in Q1 2022 and held it in 16 quarters. The position peaked at $7.59M in Q3 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Destiny Wealth Partners reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 518 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $29.3K.
Destiny Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and held it in 16 quarters.
Destiny Wealth Partners's JPMorgan Equity Premium Income ETF position peaked at $7.59M in Q3 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.