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

HHM 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 		$49.5K Buy
+877
New +$49.5K 0.01% 389
2024
Q3 		– Sell
-500
Closed -$28.3K – 803
2024
Q2 		$28.3K Buy
+500
New +$28.3K ﹤0.01% 411
2024
Q1 		– Sell
-250
Closed -$13.7K – 761
2023
Q4 		$13.7K Buy
+250
New +$13.5K ﹤0.01% 465

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 22.9% 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

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

HHM Wealth Advisors opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 877 shares worth $49.5K. The stake represents 0.01% of the portfolio and ranks #389 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in JEPI as recently as Q2 2024.

HHM Wealth Advisors first reported a position in JEPI in Q4 2023 and has held it in 3 quarters since. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • HHM Wealth Advisors held 877 shares of JPMorgan Equity Premium Income ETF worth $49.5K as of Q2 2026.
  • JPMorgan Equity Premium Income ETF was a new HHM Wealth Advisors position in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #389 holding.
  • HHM Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 3 quarters since.
  • 1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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