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Guardian Wealth Advisors (North Carolina)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$10.2M Sell
180,861
-15,347
-8% -$867K 0.57% 33
2026
Q1 		$11.1M Sell
196,208
-6,573
-3% -$382K 0.7% 32
2025
Q4 		$11.6M Sell
202,781
-5,478
-3% -$313K 0.72% 33
2025
Q3 		$11.9M Sell
208,259
-30,716
-13% -$1.74M 0.77% 30
2025
Q2 		$13.6M Buy
238,975
+9,342
+4% +$518K 0.96% 24
2025
Q1 		$13.1M Sell
229,633
-433
-0.2% -$25.2K 1.05% 20
2024
Q4 		$13.2M Buy
230,066
+14,298
+7% +$849K 1.04% 22
2024
Q3 		$12.8M Buy
215,768
+1,411
+0.7% +$81.2K 1.36% 17
2024
Q2 		$12.1M Sell
214,357
-222,986
-51% -$12.6M 1.42% 16
2024
Q1 		$25.3M Buy
437,343
+43,557
+11% +$2.45M 3.1% 8
2023
Q4 		$21.7M Buy
393,786
+9,480
+2% +$511K 3.29% 6
2023
Q3 		$20.6M Sell
384,306
-42,955
-10% -$2.37M 3.5% 5
2023
Q2 		$23.6M Buy
427,261
+30,358
+8% +$1.66M 4.05% 4
2023
Q1 		$21.7M Buy
396,903
+63,441
+19% +$3.44M 3.8% 5
2022
Q4 		$18.4M Buy
333,462
+270,773
+432% +$14.7M 3.53% 6
2022
Q3 		$3.21M Buy
62,689
+40,764
+186% +$2.27M 0.6% 21
2022
Q2 		$1.22M Buy
+21,925
New +$1.27M 0.22% 51

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s JEPI Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.8% in Q2 2026, selling an estimated $867K and leaving 180,861 shares worth $10.2M. The position accounts for 0.57% of the portfolio, ranked #33.

Guardian Wealth Advisors (North Carolina) first reported a position in JEPI in Q2 2022 and has held it in 17 quarters since. The position peaked at $25.3M in Q1 2024. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 180,861 shares of JPMorgan Equity Premium Income ETF worth $10.2M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 15,347 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $867K.
  • JPMorgan Equity Premium Income ETF made up 0.57% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #33 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s JPMorgan Equity Premium Income ETF position peaked at $25.3M in Q1 2024.
  • 1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.