Foresight Capital Management Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Foresight Capital Management 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	$3.44M	Buy	60,946 +5,022	+9%	+$284K	1.67%	30
2026 Q1	$3.17M	Buy	55,924 +2,846	+5%	+$166K	1.76%	27
2025 Q4	$3.04M	Buy	53,078 +3,181	+6%	+$182K	1.65%	29
2025 Q3	$2.85M	Buy	49,897 +4,564	+10%	+$259K	1.6%	29
2025 Q2	$2.58M	Buy	+45,333	New	+$2.51M	1.5%	31

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

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 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

Foresight Capital Management Advisors's JEPI Position: Q2 2026 in Review

Foresight Capital Management Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 9% in Q2 2026, buying an estimated $284K and bringing the position to 60,946 shares worth $3.44M. The position accounts for 1.67% of the portfolio, ranked #30.

Foresight Capital Management Advisors first reported a position in JEPI in Q2 2025 and has held it in 5 quarters since. 499 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Foresight Capital Management Advisors held 60,946 shares of JPMorgan Equity Premium Income ETF worth $3.44M as of Q2 2026.
Foresight Capital Management Advisors bought 5,022 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $284K.
JPMorgan Equity Premium Income ETF made up 1.67% of Foresight Capital Management Advisors's portfolio in Q2 2026, its #30 holding.
Foresight Capital Management Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
499 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Foresight Capital Management Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.