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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Elevation Wealth Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.3% in Q2 2026, buying an estimated $3.56K and bringing the position to 2,836 shares worth $160K. The position accounts for 0.05% of the portfolio, ranked #153.

Elevation Wealth Partners first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. 650 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Elevation Wealth Partners held 2,836 shares of JPMorgan Equity Premium Income ETF worth $160K as of Q2 2026.
Elevation Wealth Partners bought 63 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $3.56K.
JPMorgan Equity Premium Income ETF made up 0.05% of Elevation Wealth Partners's portfolio in Q2 2026, its #153 holding.
Elevation Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
650 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.