Holos Integrated Wealth
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
Q3 		$40.7K Buy
714
+13
+2% +$742 0.02% 175
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

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Sterling Investment Counsel
Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return

Holos Integrated Wealth's JEPI Position: Q3 2026 in Review

Holos Integrated Wealth increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.9% in Q3 2026, buying an estimated $742 and bringing the position to 714 shares worth $40.7K. The position accounts for 0.02% of the portfolio, ranked #175.

Holos Integrated Wealth first reported a position in JEPI in Q1 2026 and has held it in 3 quarters since. 495 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Holos Integrated Wealth held 714 shares of JPMorgan Equity Premium Income ETF worth $40.7K as of Q3 2026.
  • Holos Integrated Wealth bought 13 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $742.
  • JPMorgan Equity Premium Income ETF made up 0.02% of Holos Integrated Wealth's portfolio in Q3 2026, its #175 holding.
  • Holos Integrated Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 495 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.