Golden State Equity Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Golden State Equity Partners’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	$136K	Sell	2,407 -43,781	-95%	-$2.47M	0.37%	37
2026 Q1	$2.62M	Buy	46,188 +42,011	+1,006%	+$2.44M	0.2%	117
2025 Q4	$239K	Buy	+4,177	New	+$239K	0.04%	443
2025 Q2	–	Sell	-65,913	Closed	-$3.77M	–	458
2025 Q1	$3.77M	Sell	65,913 -2,001	-3%	-$117K	0.75%	22
2024 Q4	$3.91M	Buy	67,914 +5,383	+9%	+$320K	0.75%	21
2024 Q3	$3.72M	Buy	62,531 +8,507	+16%	+$489K	0.58%	32
2024 Q2	$3.06M	Buy	+54,024	New	+$3.06M	0.64%	27
2023 Q4	$2.24M	Buy	40,653 +16,439	+68%	+$886K	0.54%	40
2023 Q3	$1.3M	Buy	24,214 +2,963	+14%	+$163K	0.36%	70
2023 Q2	$1.18M	Buy	21,251 +7,927	+59%	+$433K	0.33%	72
2023 Q1	$727K	Buy	+13,324	New	+$723K	0.39%	73

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

Golden State Equity Partners's JEPI Position: Q2 2026 in Review

Golden State Equity Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 95% in Q2 2026, selling an estimated $2.47M and leaving 2,407 shares worth $136K. The position accounts for 0.37% of the portfolio, ranked #37.

Golden State Equity Partners first reported a position in JEPI in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.91M in Q4 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Golden State Equity Partners held 2,407 shares of JPMorgan Equity Premium Income ETF worth $136K as of Q2 2026.
Golden State Equity Partners sold 43,781 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $2.47M.
JPMorgan Equity Premium Income ETF made up 0.37% of Golden State Equity Partners's portfolio in Q2 2026, its #37 holding.
Golden State Equity Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 11 quarters since.
Golden State Equity Partners's JPMorgan Equity Premium Income ETF position peaked at $3.91M in Q4 2024.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.