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 Q3	$250K	Sell	4,449 -568	-11%	-$32.4K	0.02%	398
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 $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Impact Partnership Wealth's JEPI Position: Q3 2026 in Review

Impact Partnership Wealth reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 11% in Q3 2026, selling an estimated $32.4K and leaving 4,449 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #398.

Impact Partnership Wealth first reported a position in JEPI in Q2 2023 and has held it in 6 quarters since. The position peaked at $283K in Q2 2026. 1,269 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Impact Partnership Wealth held 4,449 shares of JPMorgan Equity Premium Income ETF worth $250K as of Q3 2026.
Impact Partnership Wealth sold 568 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $32.4K.
JPMorgan Equity Premium Income ETF made up 0.02% of Impact Partnership Wealth's portfolio in Q3 2026, its #398 holding.
Impact Partnership Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 6 quarters since.
Impact Partnership Wealth's JPMorgan Equity Premium Income ETF position peaked at $283K in Q2 2026.
1,269 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.