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Capstone Wealth Management Group, Inc.’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Capstone Wealth Management Group, Inc.’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 		$4.02M Buy
+71,089
New +$4.02M 2.42% 10

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Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
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Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s JEPI Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 71,089 shares worth $4.02M. The stake represents 2.42% of the portfolio and ranks #10 among its holdings.

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

  • Capstone Wealth Management Group, Inc. held 71,089 shares of JPMorgan Equity Premium Income ETF worth $4.02M as of Q2 2026.
  • JPMorgan Equity Premium Income ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 2.42% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #10 holding.
  • 617 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.