Keystone Wealth Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Keystone Wealth Services’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	$638K	Sell	11,297 -1,928	-15%	-$109K	0.12%	177
2026 Q1	$750K	Buy	+13,225	New	+$769K	0.16%	147
2024 Q3	–	Sell	-4,484	Closed	-$254K	–	257
2024 Q2	$254K	Buy	4,484 +69	+2%	+$3.9K	0.08%	198
2024 Q1	$255K	Buy	4,415 +380	+9%	+$21.4K	0.08%	186
2023 Q4	$222K	Buy	4,035 +282	+8%	+$15.2K	0.08%	201
2023 Q3	$201K	Buy	+3,753	New	+$207K	0.08%	195

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

Keystone Wealth Services's JEPI Position: Q2 2026 in Review

Keystone Wealth Services reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 15% in Q2 2026, selling an estimated $109K and leaving 11,297 shares worth $638K. The position accounts for 0.12% of the portfolio, ranked #177.

Keystone Wealth Services first reported a position in JEPI in Q3 2023 and has held it in 6 quarters since. The position peaked at $750K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Keystone Wealth Services held 11,297 shares of JPMorgan Equity Premium Income ETF worth $638K as of Q2 2026.
Keystone Wealth Services sold 1,928 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $109K.
JPMorgan Equity Premium Income ETF made up 0.12% of Keystone Wealth Services's portfolio in Q2 2026, its #177 holding.
Keystone Wealth Services first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 6 quarters since.
Keystone Wealth Services's JPMorgan Equity Premium Income ETF position peaked at $750K in Q1 2026.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.