IFWM
JEPI icon

Institute for Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Institute for Wealth Management’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 		$353K Sell
6,244
-20,867
-77% -$1.18M 0.03% 399
2026
Q1 		$1.54M Buy
27,111
+1,818
+7% +$106K 0.16% 140
2025
Q4 		$1.45M Buy
25,293
+302
+1% +$17.2K 0.15% 140
2025
Q3 		$1.43M Sell
24,991
-643
-3% -$36.5K 0.15% 148
2025
Q2 		$1.46M Buy
25,634
+909
+4% +$50.4K 0.16% 127
2025
Q1 		$1.41M Buy
24,725
+165
+0.7% +$9.61K 0.18% 119
2024
Q4 		$1.41M Buy
24,560
+1,243
+5% +$73.8K 0.18% 118
2024
Q3 		$1.39M Sell
23,317
-581
-2% -$33.4K 0.18% 129
2024
Q2 		$1.35M Sell
23,898
-550
-2% -$31.1K 0.18% 119
2024
Q1 		$1.41M Sell
24,448
-3,075
-11% -$173K 0.18% 118
2023
Q4 		$1.51M Buy
27,523
+2,653
+11% +$143K 0.25% 96
2023
Q3 		$1.33M Buy
24,870
+651
+3% +$35.9K 0.24% 104
2023
Q2 		$1.34M Buy
24,219
+895
+4% +$48.9K 0.23% 110
2023
Q1 		$1.27M Buy
23,324
+16,267
+231% +$883K 0.24% 111
2022
Q4 		$385K Buy
+7,057
New +$383K 0.08% 308

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

Institute for Wealth Management's JEPI Position: Q2 2026 in Review

Institute for Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 77% in Q2 2026, selling an estimated $1.18M and leaving 6,244 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #399.

Institute for Wealth Management first reported a position in JEPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.54M in Q1 2026. 1,411 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Institute for Wealth Management held 6,244 shares of JPMorgan Equity Premium Income ETF worth $353K as of Q2 2026.
  • Institute for Wealth Management sold 20,867 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.18M.
  • JPMorgan Equity Premium Income ETF made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #399 holding.
  • Institute for Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Institute for Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $1.54M in Q1 2026.
  • 1,411 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.