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

Innovative Wealth Building’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	$3.14M	Buy	55,531 +36,490	+192%	+$2.06M	1.82%	13
2026 Q1	$1.08M	Sell	19,041 -5,143	-21%	-$299K	0.76%	23
2025 Q4	$1.38M	Sell	24,184 -1,195	-5%	-$68.2K	1.01%	19
2025 Q3	$1.45M	Buy	25,379 +6,573	+35%	+$373K	1.13%	17
2025 Q2	$1.07M	Buy	18,806 +1,053	+6%	+$58.3K	0.89%	22
2025 Q1	$1.01M	Buy	17,753 +10,420	+142%	+$607K	0.93%	20
2024 Q4	$422K	Buy	+7,333	New	+$435K	0.38%	37

Other funds holding JEPI

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Innovative Wealth Building's JEPI Position: Q2 2026 in Review

Innovative Wealth Building increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 192% in Q2 2026, buying an estimated $2.06M and bringing the position to 55,531 shares worth $3.14M. The position accounts for 1.82% of the portfolio, ranked #13.

Innovative Wealth Building first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. 992 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Innovative Wealth Building held 55,531 shares of JPMorgan Equity Premium Income ETF worth $3.14M as of Q2 2026.
Innovative Wealth Building bought 36,490 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $2.06M.
JPMorgan Equity Premium Income ETF made up 1.82% of Innovative Wealth Building's portfolio in Q2 2026, its #13 holding.
Innovative Wealth Building first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
992 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.