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

Forteris 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 		$930K Buy
16,460
+2,216
+16% +$125K 0.76% 33
2026
Q1 		$807K Buy
14,244
+553
+4% +$32.2K 0.77% 33
2025
Q4 		$784K Buy
+13,691
New +$782K 0.77% 30

Other funds holding JEPI

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
Commonwealth Equity Services
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

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

Forteris Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 16% in Q2 2026, buying an estimated $125K and bringing the position to 16,460 shares worth $930K. The position accounts for 0.76% of the portfolio, ranked #33.

Forteris Wealth Management first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. 992 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Forteris Wealth Management held 16,460 shares of JPMorgan Equity Premium Income ETF worth $930K as of Q2 2026.
  • Forteris Wealth Management bought 2,216 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $125K.
  • JPMorgan Equity Premium Income ETF made up 0.76% of Forteris Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Forteris Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 992 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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