Hixon Zuercher’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Hixon Zuercher’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	$398K	Sell	7,052 -4,226	-37%	-$239K	0.12%	83
2026 Q1	$639K	Buy	11,278 +708	+7%	+$41.2K	0.2%	71
2025 Q4	$605K	Sell	10,570 -966	-8%	-$55.2K	0.18%	72
2025 Q3	$659K	Buy	11,536 +496	+4%	+$28.2K	0.2%	75
2025 Q2	$628K	Buy	11,040 +1,022	+10%	+$56.6K	0.2%	72
2025 Q1	$572K	Buy	10,018 +1,290	+15%	+$75.2K	0.2%	75
2024 Q4	$502K	Buy	8,728 +3,872	+80%	+$230K	0.19%	73
2024 Q3	$289K	Sell	4,856 -480	-9%	-$27.6K	0.11%	72
2024 Q2	$302K	Buy	5,336 +190	+4%	+$10.7K	0.13%	62
2024 Q1	$298K	Buy	5,146 +85	+2%	+$4.79K	0.13%	59
2023 Q4	$278K	Sell	5,061 -125	-2%	-$6.74K	0.13%	59
2023 Q3	$278K	Sell	5,186 -1,187	-19%	-$65.4K	0.15%	53
2023 Q2	$353K	Buy	+6,373	New	+$348K	0.18%	55

Other funds holding JEPI

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

CWS

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Hixon Zuercher's JEPI Position: Q2 2026 in Review

Hixon Zuercher reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 37% in Q2 2026, selling an estimated $239K and leaving 7,052 shares worth $398K. The position accounts for 0.12% of the portfolio, ranked #83.

Hixon Zuercher first reported a position in JEPI in Q2 2023 and has held it in 13 quarters since. The position peaked at $659K in Q3 2025. 658 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Hixon Zuercher held 7,052 shares of JPMorgan Equity Premium Income ETF worth $398K as of Q2 2026.
Hixon Zuercher sold 4,226 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $239K.
JPMorgan Equity Premium Income ETF made up 0.12% of Hixon Zuercher's portfolio in Q2 2026, its #83 holding.
Hixon Zuercher first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
Hixon Zuercher's JPMorgan Equity Premium Income ETF position peaked at $659K in Q3 2025.
658 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.