High Point Wealth Management
JEPI icon

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

High Point 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
Q3 		$22.9K Sell
408
-442
-52% -$25.2K 0.02% 193
2026
Q2 		$48K Buy
+850
New +$48K 0.04% 141

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UBS Group
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cornerstone Advisory
Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

High Point Wealth Management's JEPI Position: Q3 2026 in Review

High Point Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 52% in Q3 2026, selling an estimated $25.2K and leaving 408 shares worth $22.9K. The position accounts for 0.02% of the portfolio, ranked #193.

High Point Wealth Management first reported a position in JEPI in Q2 2026 and has held it in 2 quarters since. The position peaked at $48K in Q2 2026. 1,040 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • High Point Wealth Management held 408 shares of JPMorgan Equity Premium Income ETF worth $22.9K as of Q3 2026.
  • High Point Wealth Management sold 442 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $25.2K.
  • JPMorgan Equity Premium Income ETF made up 0.02% of High Point Wealth Management's portfolio in Q3 2026, its #193 holding.
  • High Point Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2026 and has held it in 2 quarters since.
  • High Point Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $48K in Q2 2026.
  • 1,040 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.