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Fedenia Advisers’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Fedenia Advisers’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 		$249K Buy
4,411
+205
+5% +$11.6K 0.06% 117
2026
Q1 		$238K Buy
4,206
+192
+5% +$11.2K 0.18% 88
2025
Q4 		$230K Hold
4,014
– – 0.09% 143
2025
Q3 		$229K Buy
+4,014
New +$228K 0.09% 148

Other funds holding JEPI

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Fedenia Advisers's JEPI Position: Q2 2026 in Review

Fedenia Advisers increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.9% in Q2 2026, buying an estimated $11.6K and bringing the position to 4,411 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #117.

Fedenia Advisers first reported a position in JEPI in Q3 2025 and has held it in 4 quarters since. 499 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Fedenia Advisers held 4,411 shares of JPMorgan Equity Premium Income ETF worth $249K as of Q2 2026.
  • Fedenia Advisers bought 205 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $11.6K.
  • JPMorgan Equity Premium Income ETF made up 0.06% of Fedenia Advisers's portfolio in Q2 2026, its #117 holding.
  • Fedenia Advisers first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 499 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.