EntreWealth’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

EntreWealth’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	$715K	Buy	+12,712	New	+$725K	0.25%	72

Other funds holding JEPI

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Horizon Advisory Services West Henrietta, New York $264M AUM 12.59% 1-Year Est. Return

EntreWealth's JEPI Position: Q3 2026 in Review

EntreWealth opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 12,712 shares worth $715K. The stake represents 0.25% of the portfolio and ranks #72 among its holdings.

649 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

EntreWealth held 12,712 shares of JPMorgan Equity Premium Income ETF worth $715K as of Q3 2026.
JPMorgan Equity Premium Income ETF was a new EntreWealth position in Q3 2026.
JPMorgan Equity Premium Income ETF made up 0.25% of EntreWealth's portfolio in Q3 2026, its #72 holding.
649 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.