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

IVC Wealth Advisors’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	$12.6M	Buy	223,038 +3,507	+2%	+$198K	4.91%	4
2026 Q1	$12.4M	Buy	219,531 +16,693	+8%	+$971K	5.4%	4
2025 Q4	$11.6M	Buy	202,838 +8,767	+5%	+$501K	5.05%	4
2025 Q3	$11.1M	Buy	194,071 +6,695	+4%	+$380K	4.95%	4
2025 Q2	$10.7M	Sell	187,376 -3,033	-2%	-$168K	5.19%	4
2025 Q1	$10.9M	Buy	190,409 +21,988	+13%	+$1.28M	5.85%	3
2024 Q4	$9.69M	Buy	168,421 +8,273	+5%	+$491K	5.42%	3
2024 Q3	$9.53M	Buy	160,148 +2,056	+1%	+$118K	5.22%	3
2024 Q2	$8.96M	Buy	158,092 +7,306	+5%	+$413K	5.01%	3
2024 Q1	$8.72M	Buy	150,786 +3,316	+2%	+$187K	5.03%	3
2023 Q4	$8.11M	Buy	147,470 +3,107	+2%	+$168K	5.04%	3
2023 Q3	$7.73M	Buy	144,363 +23,783	+20%	+$1.31M	5.17%	4
2023 Q2	$6.67M	Buy	120,580 +36,631	+44%	+$2M	4.23%	4
2023 Q1	$4.58M	Buy	83,949 +43,234	+106%	+$2.35M	3.25%	4
2022 Q4	$2.22M	Buy	40,715 +34,795	+588%	+$1.89M	1.63%	7
2022 Q3	$303K	Buy	+5,920	New	+$329K	0.24%	100

Other funds holding JEPI

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

IVC Wealth Advisors's JEPI Position: Q2 2026 in Review

IVC Wealth Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.6% in Q2 2026, buying an estimated $198K and bringing the position to 223,038 shares worth $12.6M. The position accounts for 4.91% of the portfolio, ranked #4.

IVC Wealth Advisors first reported a position in JEPI in Q3 2022 and has held it in 16 quarters since. 256 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

IVC Wealth Advisors held 223,038 shares of JPMorgan Equity Premium Income ETF worth $12.6M as of Q2 2026.
IVC Wealth Advisors bought 3,507 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $198K.
JPMorgan Equity Premium Income ETF made up 4.91% of IVC Wealth Advisors's portfolio in Q2 2026, its #4 holding.
IVC Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
256 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.