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HRC Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

HRC 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 		$267K Buy
4,720
+89
+2% +$5.03K 0.11% 51
2026
Q1 		$263K Buy
4,631
+1,072
+30% +$62.4K 0.12% 52
2025
Q4 		$204K Buy
+3,559
New +$203K 0.1% 54

Other funds holding JEPI

Commonwealth Equity Services
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
CA
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HRC Wealth Management's JEPI Position: Q2 2026 in Review

HRC Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.9% in Q2 2026, buying an estimated $5.03K and bringing the position to 4,720 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #51.

HRC Wealth Management first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. 704 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • HRC Wealth Management held 4,720 shares of JPMorgan Equity Premium Income ETF worth $267K as of Q2 2026.
  • HRC Wealth Management bought 89 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $5.03K.
  • JPMorgan Equity Premium Income ETF made up 0.11% of HRC Wealth Management's portfolio in Q2 2026, its #51 holding.
  • HRC Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 704 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.