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Heritage Oak Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Heritage Oak Wealth Advisors’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 		$706K Hold
12,493
– – 0.21% 47
2026
Q1 		$708K Buy
+12,493
New +$727K 0.23% 36

Other funds holding JEPI

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Heritage Oak Wealth Advisors's JEPI Position: Q2 2026 in Review

Heritage Oak Wealth Advisors held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 12,493 shares worth $706K. The position accounts for 0.21% of the portfolio, ranked #47.

Heritage Oak Wealth Advisors first reported a position in JEPI in Q1 2026 and has held it in 2 quarters since. The position peaked at $708K in Q1 2026. 502 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Heritage Oak Wealth Advisors held 12,493 shares of JPMorgan Equity Premium Income ETF worth $706K as of Q2 2026.
  • Heritage Oak Wealth Advisors left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.21% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Heritage Oak Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Heritage Oak Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $708K in Q1 2026.
  • 502 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.