Forvis Mazars Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Forvis Mazars Wealth 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	$4.74M	Buy	84,011 +18,738	+29%	+$1.06M	0.08%	102
2026 Q1	$3.7M	Buy	65,273 +7,148	+12%	+$416K	0.07%	108
2025 Q4	$3.33M	Buy	58,125 +12,915	+29%	+$737K	0.06%	115
2025 Q3	$2.58M	Buy	45,210 +11,552	+34%	+$656K	0.05%	133
2025 Q2	$1.91M	Buy	33,658 +22,364	+198%	+$1.24M	0.04%	159
2025 Q1	$645K	Buy	+11,294	New	+$658K	0.02%	247

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

Forvis Mazars Wealth Advisors's JEPI Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 29% in Q2 2026, buying an estimated $1.06M and bringing the position to 84,011 shares worth $4.74M. The position accounts for 0.08% of the portfolio, ranked #102.

Forvis Mazars Wealth Advisors first reported a position in JEPI in Q1 2025 and has held it in 6 quarters since. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Forvis Mazars Wealth Advisors held 84,011 shares of JPMorgan Equity Premium Income ETF worth $4.74M as of Q2 2026.
Forvis Mazars Wealth Advisors bought 18,738 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.06M.
JPMorgan Equity Premium Income ETF made up 0.08% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Forvis Mazars Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.