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 Q3	$3.34M	Buy	59,378 +3,847	+7%	+$219K	1.85%	11
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

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

Innovative Wealth Building's JEPI Position: Q3 2026 in Review

Innovative Wealth Building increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.9% in Q3 2026, buying an estimated $219K and bringing the position to 59,378 shares worth $3.34M. The position accounts for 1.85% of the portfolio, ranked #11.

Innovative Wealth Building first reported a position in JEPI in Q4 2024 and has held it in 8 quarters since. 1,269 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Innovative Wealth Building held 59,378 shares of JPMorgan Equity Premium Income ETF worth $3.34M as of Q3 2026.
Innovative Wealth Building bought 3,847 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $219K.
JPMorgan Equity Premium Income ETF made up 1.85% of Innovative Wealth Building's portfolio in Q3 2026, its #11 holding.
Innovative Wealth Building first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 8 quarters since.
1,269 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.