Diversify Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Diversify Wealth Management’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	$6.59M	Buy	115,465 +18,018	+18%	+$1.02M	0.11%	188
2026 Q1	$5.57M	Buy	97,447 +35,813	+58%	+$2.08M	0.1%	196
2025 Q4	$3.59M	Buy	61,634 +8,857	+17%	+$506K	0.17%	157
2025 Q3	$2.98M	Buy	52,777 +767	+1%	+$43.6K	0.17%	151
2025 Q2	$2.93M	Buy	52,010 +5,188	+11%	+$287K	0.18%	149
2025 Q1	$2.59M	Buy	46,822 +13,263	+40%	+$773K	0.19%	144
2024 Q4	$1.91M	Buy	33,559 +7,033	+27%	+$418K	0.15%	161
2024 Q3	$1.58M	Buy	26,526 +11,712	+79%	+$674K	0.15%	154
2024 Q2	$815K	Buy	+14,814	New	+$838K	0.1%	190

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 22.9% 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

Diversify Wealth Management's JEPI Position: Q2 2026 in Review

Diversify Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 18% in Q2 2026, buying an estimated $1.02M and bringing the position to 115,465 shares worth $6.59M. The position accounts for 0.11% of the portfolio, ranked #188.

Diversify Wealth Management first reported a position in JEPI in Q2 2024 and has held it in 9 quarters since. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Diversify Wealth Management held 115,465 shares of JPMorgan Equity Premium Income ETF worth $6.59M as of Q2 2026.
Diversify Wealth Management bought 18,018 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.02M.
JPMorgan Equity Premium Income ETF made up 0.11% of Diversify Wealth Management's portfolio in Q2 2026, its #188 holding.
Diversify Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.