Johnson & White Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Johnson & White 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	$363K	Buy	6,422 +68	+1%	+$3.84K	0.14%	90
2026 Q1	$360K	Sell	6,354 -3,432	-35%	-$200K	0.15%	83
2025 Q4	$560K	Buy	9,786 +119	+1%	+$6.79K	0.24%	74
2025 Q3	$552K	Buy	9,667 +297	+3%	+$16.9K	0.25%	73
2025 Q2	$533K	Buy	9,370 +1,871	+25%	+$104K	0.27%	67
2025 Q1	$428K	Buy	7,499 +1,174	+19%	+$68.4K	0.24%	68
2024 Q4	$364K	Sell	6,325 -681	-10%	-$40.4K	0.22%	70
2024 Q3	$417K	Buy	7,006 +4	+0.1%	+$230	0.36%	40
2024 Q2	$397K	Buy	+7,002	New	+$396K	0.38%	38

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Johnson & White Wealth Management's JEPI Position: Q2 2026 in Review

Johnson & White Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.1% in Q2 2026, buying an estimated $3.84K and bringing the position to 6,422 shares worth $363K. The position accounts for 0.14% of the portfolio, ranked #90.

Johnson & White Wealth Management first reported a position in JEPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $560K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Johnson & White Wealth Management held 6,422 shares of JPMorgan Equity Premium Income ETF worth $363K as of Q2 2026.
Johnson & White Wealth Management bought 68 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $3.84K.
JPMorgan Equity Premium Income ETF made up 0.14% of Johnson & White Wealth Management's portfolio in Q2 2026, its #90 holding.
Johnson & White Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
Johnson & White Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $560K in Q4 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.