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Global Wealth Management Investment Advisory’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Global Wealth Management Investment Advisory’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 		$23.9M Buy
423,919
+37,098
+10% +$2.1M 3.41% 2
2026
Q1 		$21.9M Buy
386,821
+15,195
+4% +$884K 3.43% 2
2025
Q4 		$21.3M Buy
371,626
+26,954
+8% +$1.54M 3.41% 4
2025
Q3 		$19.7M Buy
344,672
+12,958
+4% +$736K 3.3% 4
2025
Q2 		$18.9M Buy
331,714
+7,275
+2% +$403K 3.54% 3
2025
Q1 		$18.5M Buy
324,439
+21,979
+7% +$1.28M 3.71% 2
2024
Q4 		$17.4M Buy
302,460
+14,615
+5% +$868K 3.59% 3
2024
Q3 		$17.1M Buy
287,845
+12,293
+4% +$707K 3.7% 3
2024
Q2 		$15.6M Buy
275,552
+64,565
+31% +$3.65M 3.63% 3
2024
Q1 		$12.2M Buy
210,987
+6,708
+3% +$378K 2.99% 4
2023
Q4 		$11.2M Buy
204,279
+7,138
+4% +$385K 2.88% 6
2023
Q3 		$10.6M Buy
197,141
+59,262
+43% +$3.27M 2.96% 6
2023
Q2 		$7.63M Buy
137,879
+70,619
+105% +$3.86M 2.09% 11
2023
Q1 		$3.67M Buy
+67,260
New +$3.65M 1.11% 27

Other funds holding JEPI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

Global Wealth Management Investment Advisory's JEPI Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 9.6% in Q2 2026, buying an estimated $2.1M and bringing the position to 423,919 shares worth $23.9M. The position accounts for 3.41% of the portfolio, ranked #2.

Global Wealth Management Investment Advisory first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. 772 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Global Wealth Management Investment Advisory held 423,919 shares of JPMorgan Equity Premium Income ETF worth $23.9M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 37,098 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $2.1M.
  • JPMorgan Equity Premium Income ETF made up 3.41% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #2 holding.
  • Global Wealth Management Investment Advisory first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 772 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.