HIW
JEPI icon

Holos Integrated Wealth’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Holos Integrated Wealth’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 		$39.8K Buy
701
+662
+1,697% +$37.4K 0.02% 169
2026
Q1 		$2.2K Buy
+39
New +$2.27K ﹤0.01% 343

Other funds holding JEPI

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Holos Integrated Wealth's JEPI Position: Q2 2026 in Review

Holos Integrated Wealth increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1,697% in Q2 2026, buying an estimated $37.4K and bringing the position to 701 shares worth $39.8K. The position accounts for 0.02% of the portfolio, ranked #169.

Holos Integrated Wealth first reported a position in JEPI in Q1 2026 and has held it in 2 quarters since. 499 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Holos Integrated Wealth held 701 shares of JPMorgan Equity Premium Income ETF worth $39.8K as of Q2 2026.
  • Holos Integrated Wealth bought 662 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $37.4K.
  • JPMorgan Equity Premium Income ETF made up 0.02% of Holos Integrated Wealth's portfolio in Q2 2026, its #169 holding.
  • Holos Integrated Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 499 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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