J.W. Burns & Co’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

J.W. Burns & Co’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	$217K	Buy	+3,840	New	+$217K	0.02%	184

Other funds holding JEPI

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

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

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

Wealth Enhancement Advisory Services

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

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

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

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

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

J.W. Burns & Co's JEPI Position: Q2 2026 in Review

J.W. Burns & Co opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 3,840 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #184 among its holdings.

256 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

J.W. Burns & Co held 3,840 shares of JPMorgan Equity Premium Income ETF worth $217K as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new J.W. Burns & Co position in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.02% of J.W. Burns & Co's portfolio in Q2 2026, its #184 holding.
256 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.