Global Wealth Strategies & Associates’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Global Wealth Strategies & Associates’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	-1,546	Closed	-$87.6K	–	264
2026 Q1	$87.6K	Sell	1,546 -29	-2%	-$1.69K	0.02%	124
2025 Q4	$90.2K	Buy	+1,575	New	+$89.9K	0.02%	111
2025 Q2	–	Sell	-632	Closed	-$36.1K	–	424
2025 Q1	$36.1K	Buy	+632	New	+$36.8K	0.01%	143

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

Global Wealth Strategies & Associates's JEPI Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 1,546 shares — an estimated $87.6K sold.

Global Wealth Strategies & Associates first reported a position in JEPI in Q1 2025 and held it in 3 quarters. The position peaked at $90.2K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 1,546 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $87.6K.
Global Wealth Strategies & Associates first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and held it in 3 quarters.
Global Wealth Strategies & Associates's JPMorgan Equity Premium Income ETF position peaked at $90.2K in Q4 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.