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

Flagship Private 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 Q2	$1.33M	Buy	+23,519	New	+$1.33M	0.47%	40

Other funds holding JEPI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Flagship Private Wealth's JEPI Position: Q2 2026 in Review

Flagship Private Wealth opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 23,519 shares worth $1.33M. The stake represents 0.47% of the portfolio and ranks #40 among its holdings.

845 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Flagship Private Wealth held 23,519 shares of JPMorgan Equity Premium Income ETF worth $1.33M as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Flagship Private Wealth position in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.47% of Flagship Private Wealth's portfolio in Q2 2026, its #40 holding.
845 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.