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

Imprint 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 		$7.85K Hold
139
– – 0.03% 143
2026
Q1 		$7.88K Sell
139
-900
-87% -$52.4K 0.04% 135
2025
Q4 		$59.5K Buy
1,039
+698
+205% +$39.9K 0.28% 55
2025
Q3 		$19.5K Buy
+341
New +$19.4K 0.06% 129
2024
Q1 		$1.47M Buy
+25,751
New +$1.45M 0.36% 66

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Imprint Wealth's JEPI Position: Q2 2026 in Review

Imprint Wealth held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 139 shares worth $7.85K. The position accounts for 0.03% of the portfolio, ranked #143.

Imprint Wealth first reported a position in JEPI in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.47M in Q1 2024. 1,412 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Imprint Wealth held 139 shares of JPMorgan Equity Premium Income ETF worth $7.85K as of Q2 2026.
  • Imprint Wealth left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.03% of Imprint Wealth's portfolio in Q2 2026, its #143 holding.
  • Imprint Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 5 quarters since.
  • Imprint Wealth's JPMorgan Equity Premium Income ETF position peaked at $1.47M in Q1 2024.
  • 1,412 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.