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

Heritage 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 		– Sell
-314
Closed -$17.8K – 715
2026
Q1 		$17.8K Buy
+314
New +$18.3K ﹤0.01% 452

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

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

Heritage Wealth Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 314 shares — an estimated $17.8K sold.

Heritage Wealth Advisors first reported a position in JEPI in Q1 2026 and held it in 1 quarter. The position peaked at $17.8K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 314 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $17.8K.
  • Heritage Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2026 and held it in 1 quarter.
  • Heritage Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $17.8K in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.