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Juncture Wealth Strategies’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Juncture Wealth Strategies’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 		$728K Buy
+12,890
New +$728K 0.19% 85

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

Juncture Wealth Strategies's JEPI Position: Q2 2026 in Review

Juncture Wealth Strategies opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 12,890 shares worth $728K. The stake represents 0.19% of the portfolio and ranks #85 among its holdings.

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

  • Juncture Wealth Strategies held 12,890 shares of JPMorgan Equity Premium Income ETF worth $728K as of Q2 2026.
  • JPMorgan Equity Premium Income ETF was a new Juncture Wealth Strategies position in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.19% of Juncture Wealth Strategies's portfolio in Q2 2026, its #85 holding.
  • 256 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.