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Highline Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Highline Wealth Partners’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 		$2.63M Buy
46,505
+44,002
+1,758% +$2.49M 0.53% 38
2026
Q1 		$142K Hold
2,503
– – 0.04% 101
2025
Q4 		$143K Sell
2,503
-3,785
-60% -$216K 0.04% 78
2025
Q3 		$359K Buy
6,288
+4,770
+314% +$271K 0.1% 80
2025
Q2 		$86.3K Buy
1,518
+180
+13% +$9.97K 0.03% 114
2025
Q1 		$76.5K Hold
1,338
– – 0.03% 115
2024
Q4 		$77K Hold
1,338
– – 0.03% 111
2024
Q3 		$79.6K Hold
1,338
– – 0.03% 113
2024
Q2 		$75.8K Buy
1,338
+16
+1% +$905 0.03% 115
2024
Q1 		$76.5K Buy
1,322
+222
+20% +$12.5K 0.03% 115
2023
Q4 		$60.5K Buy
+1,100
New +$59.3K 0.03% 122

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

Highline Wealth Partners's JEPI Position: Q2 2026 in Review

Highline Wealth Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1,758% in Q2 2026, buying an estimated $2.49M and bringing the position to 46,505 shares worth $2.63M. The position accounts for 0.53% of the portfolio, ranked #38.

Highline Wealth Partners first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Highline Wealth Partners held 46,505 shares of JPMorgan Equity Premium Income ETF worth $2.63M as of Q2 2026.
  • Highline Wealth Partners bought 44,002 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $2.49M.
  • JPMorgan Equity Premium Income ETF made up 0.53% of Highline Wealth Partners's portfolio in Q2 2026, its #38 holding.
  • Highline Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.