Focus Partners Wealth
JEPI icon

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

Focus Partners 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 		$66.1M Buy
1,169,609
+82,406
+8% +$4.65M 0.07% 264
2026
Q1 		$61.6M Buy
1,087,203
+73,547
+7% +$4.28M 0.07% 251
2025
Q4 		$58.1M Buy
1,013,656
+165,563
+20% +$9.45M 0.07% 257
2025
Q3 		$48.4M Buy
848,093
+67,490
+9% +$3.83M 0.08% 215
2025
Q2 		$44.4M Buy
780,603
+49,790
+7% +$2.76M 0.1% 199
2025
Q1 		$41.8M Buy
730,813
+47,205
+7% +$2.75M 0.1% 193
2024
Q4 		$39.4M Buy
683,608
+295,298
+76% +$17.5M 0.1% 189
2024
Q3 		$23.6M Sell
388,310
-58,394
-13% -$3.36M 0.08% 260
2024
Q2 		$25.3M Buy
446,704
+433,179
+3,203% +$24.5M 0.09% 213
2024
Q1 		$783K Buy
13,525
+4,600
+52% +$259K 0.01% 645
2023
Q4 		$491K Buy
+8,925
New +$481K 0.01% 584

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

Focus Partners Wealth's JEPI Position: Q2 2026 in Review

Focus Partners Wealth increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.6% in Q2 2026, buying an estimated $4.65M and bringing the position to 1,169,609 shares worth $66.1M. The position accounts for 0.07% of the portfolio, ranked #264.

Focus Partners Wealth first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Focus Partners Wealth held 1,169,609 shares of JPMorgan Equity Premium Income ETF worth $66.1M as of Q2 2026.
  • Focus Partners Wealth bought 82,406 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $4.65M.
  • JPMorgan Equity Premium Income ETF made up 0.07% of Focus Partners Wealth's portfolio in Q2 2026, its #264 holding.
  • Focus Partners Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.