JAWA
JEPI icon

John A. Wolfe & Associates’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

John A. Wolfe & Associates’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 		$13.2M Buy
234,023
+26,615
+13% +$1.5M 18.21% 2
2026
Q1 		$11.8M Buy
207,408
+12,882
+7% +$749K 18.05% 2
2025
Q4 		$11.1M Buy
+194,526
New +$11.1M 6.01% 4

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

John A. Wolfe & Associates's JEPI Position: Q2 2026 in Review

John A. Wolfe & Associates increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 13% in Q2 2026, buying an estimated $1.5M and bringing the position to 234,023 shares worth $13.2M. The position accounts for 18.21% of the portfolio, ranked #2.

John A. Wolfe & Associates first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • John A. Wolfe & Associates held 234,023 shares of JPMorgan Equity Premium Income ETF worth $13.2M as of Q2 2026.
  • John A. Wolfe & Associates bought 26,615 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.5M.
  • JPMorgan Equity Premium Income ETF made up 18.21% of John A. Wolfe & Associates's portfolio in Q2 2026, its #2 holding.
  • John A. Wolfe & Associates first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.