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

Grant Private 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 Q2	$1.8M	Buy	31,946 +1,573	+5%	+$88.8K	0.76%	24
2026 Q1	$1.72M	Buy	30,373 +252	+0.8%	+$14.7K	0.91%	20
2025 Q4	$1.72M	Sell	30,121 -2,103	-7%	-$120K	1.04%	23
2025 Q3	$1.84M	Buy	+32,224	New	+$1.83M	1.14%	20
2025 Q2	–	Sell	-34,976	Closed	-$2M	–	106
2025 Q1	$2M	Sell	34,976 -4,560	-12%	-$266K	2.16%	9
2024 Q4	$2.27M	Buy	+39,536	New	+$2.35M	2.45%	8

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

Grant Private Wealth Management's JEPI Position: Q2 2026 in Review

Grant Private Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.2% in Q2 2026, buying an estimated $88.8K and bringing the position to 31,946 shares worth $1.8M. The position accounts for 0.76% of the portfolio, ranked #24.

Grant Private Wealth Management first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.27M in Q4 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Grant Private Wealth Management held 31,946 shares of JPMorgan Equity Premium Income ETF worth $1.8M as of Q2 2026.
Grant Private Wealth Management bought 1,573 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $88.8K.
JPMorgan Equity Premium Income ETF made up 0.76% of Grant Private Wealth Management's portfolio in Q2 2026, its #24 holding.
Grant Private Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
Grant Private Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $2.27M in Q4 2024.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.