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

GC Wealth Management RIA’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	$1.59M	Hold	28,152	–	–	0.09%	172
2026 Q1	$1.6M	Hold	28,152	–	–	0.07%	177
2025 Q4	$1.61M	Buy	+28,152	New	+$1.61M	0.06%	183

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 22.9% 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

GC Wealth Management RIA's JEPI Position: Q2 2026 in Review

GC Wealth Management RIA held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 28,152 shares worth $1.59M. The position accounts for 0.09% of the portfolio, ranked #172.

GC Wealth Management RIA first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.61M in Q4 2025. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

GC Wealth Management RIA held 28,152 shares of JPMorgan Equity Premium Income ETF worth $1.59M as of Q2 2026.
GC Wealth Management RIA left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.09% of GC Wealth Management RIA's portfolio in Q2 2026, its #172 holding.
GC Wealth Management RIA first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
GC Wealth Management RIA's JPMorgan Equity Premium Income ETF position peaked at $1.61M in Q4 2025.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.