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Kingsview Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Kingsview 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 		$14M Buy
247,393
+1,785
+0.7% +$101K 0.17% 109
2026
Q1 		$13.9M Buy
245,608
+11,728
+5% +$682K 0.19% 105
2025
Q4 		$13.4M Sell
233,880
-123,104
-34% -$7.03M 0.19% 102
2025
Q3 		$20.4M Buy
356,984
+358
+0.1% +$20.3K 0.31% 56
2025
Q2 		$20.3M Buy
356,626
+54,823
+18% +$3.04M 0.34% 51
2025
Q1 		$17.2M Buy
301,803
+83,807
+38% +$4.88M 0.32% 53
2024
Q4 		$12.5M Buy
217,996
+23,020
+12% +$1.37M 0.24% 76
2024
Q3 		$11.6M Sell
194,976
-48,887
-20% -$2.81M 0.24% 74
2024
Q2 		$13.8M Buy
243,863
+73,530
+43% +$4.16M 0.33% 56
2024
Q1 		$9.86M Sell
170,333
-1,953
-1% -$110K 0.25% 80
2023
Q4 		$9.47M Buy
172,286
+26,121
+18% +$1.41M 0.28% 78
2023
Q3 		$7.83M Buy
146,165
+6,447
+5% +$355K 0.28% 79
2023
Q2 		$7.73M Buy
139,718
+14,591
+12% +$797K 0.3% 77
2023
Q1 		$6.83M Buy
125,127
+12,795
+11% +$694K 0.29% 82
2022
Q4 		$6.12M Buy
112,332
+4,625
+4% +$251K 0.27% 93
2022
Q3 		$5.52M Buy
107,707
+1,609
+2% +$89.5K 0.26% 91
2022
Q2 		$5.88M Buy
106,098
+50,479
+91% +$2.92M 0.28% 89
2022
Q1 		$3.42M Sell
55,619
-3,316
-6% -$201K 0.15% 151
2021
Q4 		$3.72M Sell
58,935
-25
-0% -$1.54K 0.16% 144
2021
Q3 		$3.52M Buy
58,960
+52,493
+812% +$3.23M 0.17% 139
2021
Q2 		$391K Buy
+6,467
New +$384K 0.02% 627

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

Kingsview Wealth Management's JEPI Position: Q2 2026 in Review

Kingsview Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.73% in Q2 2026, buying an estimated $101K and bringing the position to 247,393 shares worth $14M. The position accounts for 0.17% of the portfolio, ranked #109.

Kingsview Wealth Management first reported a position in JEPI in Q2 2021 and has held it in 21 quarters since. The position peaked at $20.4M in Q3 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Kingsview Wealth Management held 247,393 shares of JPMorgan Equity Premium Income ETF worth $14M as of Q2 2026.
  • Kingsview Wealth Management bought 1,785 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $101K.
  • JPMorgan Equity Premium Income ETF made up 0.17% of Kingsview Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Kingsview Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and has held it in 21 quarters since.
  • Kingsview Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $20.4M in Q3 2025.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.