Gerber Kawasaki Wealth & Investment Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Gerber Kawasaki Wealth & Investment 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	–	Sell	-3,749	Closed	-$213K	–	380
2026 Q1	$213K	Buy	+3,749	New	+$218K	0.01%	324
2022 Q4	–	Sell	-4,351	Closed	-$222K	–	267
2022 Q3	$222K	Buy	+4,351	New	+$242K	0.02%	210

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

Gerber Kawasaki Wealth & Investment Management's JEPI Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 3,749 shares — an estimated $213K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in JEPI in Q3 2022 and held it in 2 quarters. The position peaked at $222K in Q3 2022. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 3,749 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $213K.
Gerber Kawasaki Wealth & Investment Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and held it in 2 quarters.
Gerber Kawasaki Wealth & Investment Management's JPMorgan Equity Premium Income ETF position peaked at $222K in Q3 2022.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.