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

Foguth Wealth Management’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	$56.3M	Buy	998,741 +79,223	+9%	+$4.47M	6.41%	1
2026 Q1	$51.5M	Buy	919,518 +722,490	+367%	+$42M	6.01%	2
2025 Q4	$11.3M	Buy	+197,028	New	+$11.3M	1.75%	19
2025 Q2	$8.76M	Sell	154,077 -34,881	-18%	-$1.93M	1.87%	18
2025 Q1	$10.8M	Sell	188,958 -89,675	-32%	-$5.22M	2.62%	9
2024 Q4	$16.5M	Buy	278,633 +79,096	+40%	+$4.7M	4.31%	5
2024 Q3	$11.8M	Buy	199,537 +57,139	+40%	+$3.29M	4.28%	5
2024 Q2	$8.07M	Buy	142,398 +39,292	+38%	+$2.22M	3.56%	7
2024 Q1	$5.97M	Buy	+103,106	New	+$5.81M	3.2%	5

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Foguth Wealth Management's JEPI Position: Q2 2026 in Review

Foguth Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.6% in Q2 2026, buying an estimated $4.47M and bringing the position to 998,741 shares worth $56.3M. The position accounts for 6.41% of the portfolio, ranked #1.

Foguth Wealth Management first reported a position in JEPI in Q1 2024 and has held it in 9 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Foguth Wealth Management held 998,741 shares of JPMorgan Equity Premium Income ETF worth $56.3M as of Q2 2026.
Foguth Wealth Management bought 79,223 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $4.47M.
JPMorgan Equity Premium Income ETF made up 6.41% of Foguth Wealth Management's portfolio in Q2 2026, its #1 holding.
Foguth Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.