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 Q2	$48K	Buy	+850	New	+$48K	0.04%	141

Other funds holding JEPI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

High Point Wealth Management's JEPI Position: Q2 2026 in Review

High Point Wealth Management opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 850 shares worth $48K. The stake represents 0.04% of the portfolio and ranks #141 among its holdings.

992 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

High Point Wealth Management held 850 shares of JPMorgan Equity Premium Income ETF worth $48K as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new High Point Wealth Management position in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.04% of High Point Wealth Management's portfolio in Q2 2026, its #141 holding.
992 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.