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

Elevation 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
Q3 		$163K Buy
2,892
+56
+2% +$3.19K 0.05% 162
2026
Q2 		$160K Buy
2,836
+63
+2% +$3.56K 0.05% 153
2026
Q1 		$157K Buy
2,773
+905
+48% +$52.6K 0.06% 133
2025
Q4 		$107K Buy
1,868
+35
+2% +$2K 0.04% 165
2025
Q3 		$105K Buy
1,833
+36
+2% +$2.04K 0.04% 169
2025
Q2 		$102K Buy
1,797
+46
+3% +$2.55K 0.04% 174
2025
Q1 		$100K Buy
1,751
+31
+2% +$1.81K 0.04% 171
2024
Q4 		$99K Buy
1,720
+33
+2% +$1.96K 0.04% 167
2024
Q3 		$100K Buy
1,687
+30
+2% +$1.73K 0.04% 165
2024
Q2 		$93.9K Buy
1,657
+720
+77% +$40.7K 0.04% 164
2024
Q1 		$54.2K Buy
937
+36
+4% +$2.03K 0.03% 213
2023
Q4 		$48.3K Hold
901
– – 0.03% 212
2023
Q3 		$48.3K Buy
901
+16
+2% +$882 0.04% 152
2023
Q2 		$49K Buy
885
+20
+2% +$1.09K 0.04% 157
2023
Q1 		$47.2K Buy
+865
New +$46.9K 0.04% 161

Other funds holding JEPI

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
IFS
Integrated Financial Solutions Reston, Virginia $195M AUM 46.13% 1-Year Est. Return

Elevation Wealth Partners's JEPI Position: Q3 2026 in Review

Elevation Wealth Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2% in Q3 2026, buying an estimated $3.19K and bringing the position to 2,892 shares worth $163K. The position accounts for 0.05% of the portfolio, ranked #162.

Elevation Wealth Partners first reported a position in JEPI in Q1 2023 and has held it in 15 quarters since. 67 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Elevation Wealth Partners held 2,892 shares of JPMorgan Equity Premium Income ETF worth $163K as of Q3 2026.
  • Elevation Wealth Partners bought 56 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $3.19K.
  • JPMorgan Equity Premium Income ETF made up 0.05% of Elevation Wealth Partners's portfolio in Q3 2026, its #162 holding.
  • Elevation Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 15 quarters since.
  • 67 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.