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

Enzi Wealth’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	$690K	Buy	+12,113	New	+$691K	0.21%	42

Other funds holding JEPI

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 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

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

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Enzi Wealth's JEPI Position: Q3 2026 in Review

Enzi Wealth opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 12,113 shares worth $690K. The stake represents 0.21% of the portfolio and ranks #42 among its holdings.

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

Enzi Wealth held 12,113 shares of JPMorgan Equity Premium Income ETF worth $690K as of Q3 2026.
JPMorgan Equity Premium Income ETF was a new Enzi Wealth position in Q3 2026.
JPMorgan Equity Premium Income ETF made up 0.21% of Enzi Wealth's portfolio in Q3 2026, its #42 holding.
568 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

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