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

Gilpin 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
Q3 		$904K Sell
16,087
-297
-2% -$16.9K 0.61% 45
2026
Q2 		$925K Sell
16,384
-344
-2% -$19.4K 0.64% 47
2026
Q1 		$948K Sell
16,728
-181
-1% -$10.5K 0.75% 37
2025
Q4 		$968K Buy
+16,909
New +$966K 0.77% 38

Other funds holding JEPI

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Gilpin Wealth Management's JEPI Position: Q3 2026 in Review

Gilpin Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.8% in Q3 2026, selling an estimated $16.9K and leaving 16,087 shares worth $904K. The position accounts for 0.61% of the portfolio, ranked #45.

Gilpin Wealth Management first reported a position in JEPI in Q4 2025 and has held it in 4 quarters since. The position peaked at $968K in Q4 2025. 74 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Gilpin Wealth Management held 16,087 shares of JPMorgan Equity Premium Income ETF worth $904K as of Q3 2026.
  • Gilpin Wealth Management sold 297 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $16.9K.
  • JPMorgan Equity Premium Income ETF made up 0.61% of Gilpin Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Gilpin Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $968K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.