Impact Partnership Wealth’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Impact Partnership 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	$283K	Buy	+5,017	New	+$283K	0.03%	353
2024 Q2	–	Sell	-1	Closed	-$56	–	458
2024 Q1	$56	Hold	1	–	–	﹤0.01%	680
2023 Q4	$52	Sell	1 -2,487	-100%	-$134K	﹤0.01%	829
2023 Q3	$133K	Buy	2,488 +2,168	+678%	+$119K	0.04%	259
2023 Q2	$17.7K	Buy	+320	New	+$17.5K	0.01%	356

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Impact Partnership Wealth's JEPI Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 5,017 shares worth $283K. The stake represents 0.03% of the portfolio and ranks #353 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in JEPI as recently as Q1 2024.

Impact Partnership Wealth first reported a position in JEPI in Q2 2023 and has held it in 5 quarters since. 1,415 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Impact Partnership Wealth held 5,017 shares of JPMorgan Equity Premium Income ETF worth $283K as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Impact Partnership Wealth position in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.03% of Impact Partnership Wealth's portfolio in Q2 2026, its #353 holding.
Impact Partnership Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 5 quarters since.
1,415 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.