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Ergawealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Ergawealth Advisors’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 		$2.5M Sell
44,255
-17,760
-29% -$1M 0.97% 13
2026
Q1 		$3.52M Sell
62,015
-12,895
-17% -$750K 1.55% 11
2025
Q4 		$4.29M Sell
74,910
-108,196
-59% -$6.18M 1.97% 10
2025
Q3 		$10.5M Sell
183,106
-84,843
-32% -$4.82M 4.87% 7
2025
Q2 		$15.2M Sell
267,949
-15,164
-5% -$840K 6.85% 4
2025
Q1 		$16.2M Sell
283,113
-14,763
-5% -$860K 8.02% 3
2024
Q4 		$17.1M Sell
297,876
-8,973
-3% -$533K 8.47% 3
2024
Q3 		$18.3M Sell
306,849
-36,591
-11% -$2.1M 9.05% 3
2024
Q2 		$19.5M Sell
343,440
-84,767
-20% -$4.79M 10.6% 1
2024
Q1 		$24.8M Sell
428,207
-63,564
-13% -$3.58M 13.58% 1
2023
Q4 		$27M Sell
491,771
-109,640
-18% -$5.91M 16.63% 1
2023
Q3 		$32.2M Sell
601,411
-12,862
-2% -$709K 22.23% 1
2023
Q2 		$34M Buy
614,273
+123,751
+25% +$6.76M 23.3% 1
2023
Q1 		$26.8M Buy
490,522
+96,434
+24% +$5.23M 21.81% 1
2022
Q4 		$21.5M Buy
+394,088
New +$21.4M 19.44% 1

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ergawealth Advisors's JEPI Position: Q2 2026 in Review

Ergawealth Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 29% in Q2 2026, selling an estimated $1M and leaving 44,255 shares worth $2.5M. The position accounts for 0.97% of the portfolio, ranked #13.

Ergawealth Advisors first reported a position in JEPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $34M in Q2 2023. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Ergawealth Advisors held 44,255 shares of JPMorgan Equity Premium Income ETF worth $2.5M as of Q2 2026.
  • Ergawealth Advisors sold 17,760 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1M.
  • JPMorgan Equity Premium Income ETF made up 0.97% of Ergawealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Ergawealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Ergawealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $34M in Q2 2023.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.