Elevatus Welath Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Elevatus Welath 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	$831K	Buy	14,713 +437	+3%	+$24.7K	0.2%	98
2026 Q1	$809K	Sell	14,276 -126	-0.9%	-$7.33K	0.42%	54
2025 Q4	$824K	Buy	14,402 +937	+7%	+$53.5K	0.23%	73
2025 Q3	$769K	Buy	13,465 +2,646	+24%	+$150K	0.22%	61
2025 Q2	$615K	Buy	10,819 +3,455	+47%	+$191K	0.21%	59
2025 Q1	$421K	Buy	+7,364	New	+$429K	0.24%	61

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

Elevatus Welath Management's JEPI Position: Q2 2026 in Review

Elevatus Welath Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.1% in Q2 2026, buying an estimated $24.7K and bringing the position to 14,713 shares worth $831K. The position accounts for 0.2% of the portfolio, ranked #98.

Elevatus Welath Management first reported a position in JEPI in Q1 2025 and has held it in 6 quarters since. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Elevatus Welath Management held 14,713 shares of JPMorgan Equity Premium Income ETF worth $831K as of Q2 2026.
Elevatus Welath Management bought 437 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $24.7K.
JPMorgan Equity Premium Income ETF made up 0.2% of Elevatus Welath Management's portfolio in Q2 2026, its #98 holding.
Elevatus Welath Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.