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

Greenwich 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	$989K	Sell	17,518 -1,586	-8%	-$89.6K	0.04%	158
2026 Q1	$1.08M	Sell	19,104 -16,592	-46%	-$965K	0.04%	150
2025 Q4	$2.04M	Sell	35,696 -777	-2%	-$44.4K	0.09%	117
2025 Q3	$2.08M	Sell	36,473 -1,104	-3%	-$62.7K	0.1%	104
2025 Q2	$2.14M	Sell	37,577 -750	-2%	-$41.5K	0.1%	89
2025 Q1	$2.19M	Sell	38,327 -25,082	-40%	-$1.46M	0.17%	75
2024 Q4	$3.65M	Buy	63,409 +14,295	+29%	+$849K	0.26%	48
2024 Q3	$2.92M	Sell	49,114 -623	-1%	-$35.8K	0.2%	59
2024 Q2	$2.82M	Buy	49,737 +20	+0%	+$1.13K	0.21%	57
2024 Q1	$2.88M	Buy	49,717 +6,238	+14%	+$351K	0.23%	58
2023 Q4	$2.39M	Buy	43,479 +38,046	+700%	+$2.05M	0.24%	60
2023 Q3	$291K	Buy	+5,433	New	+$299K	0.03%	182

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

Greenwich Wealth Management's JEPI Position: Q2 2026 in Review

Greenwich Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.3% in Q2 2026, selling an estimated $89.6K and leaving 17,518 shares worth $989K. The position accounts for 0.04% of the portfolio, ranked #158.

Greenwich Wealth Management first reported a position in JEPI in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.65M in Q4 2024. 1,410 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Greenwich Wealth Management held 17,518 shares of JPMorgan Equity Premium Income ETF worth $989K as of Q2 2026.
Greenwich Wealth Management sold 1,586 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $89.6K.
JPMorgan Equity Premium Income ETF made up 0.04% of Greenwich Wealth Management's portfolio in Q2 2026, its #158 holding.
Greenwich Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
Greenwich Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $3.65M in Q4 2024.
1,410 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.