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Kingswood Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Kingswood Wealth Advisors’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 		$13.4M Buy
237,900
+8,528
+4% +$482K 0.54% 29
2026
Q1 		$13M Sell
229,372
-3,343
-1% -$194K 0.62% 26
2025
Q4 		$13.3M Buy
232,715
+75,224
+48% +$4.3M 0.64% 25
2025
Q3 		$8.99M Buy
157,491
+32,333
+26% +$1.84M 0.54% 30
2025
Q2 		$7.12M Buy
125,158
+5,712
+5% +$316K 0.56% 28
2025
Q1 		$6.82M Buy
119,446
+12,658
+12% +$737K 0.62% 23
2024
Q4 		$6.14M Sell
106,788
-1,930
-2% -$115K 0.46% 35
2024
Q3 		$6.47M Buy
108,718
+27,826
+34% +$1.6M 0.46% 38
2024
Q2 		$4.58M Buy
80,892
+7,709
+11% +$436K 0.41% 42
2024
Q1 		$4.23M Sell
73,183
-9,461
-11% -$533K 0.49% 33
2023
Q4 		$4.54M Buy
82,644
+26,048
+46% +$1.4M 0.52% 34
2023
Q3 		$3.56M Buy
56,596
+39,689
+235% +$2.19M 0.61% 35
2023
Q2 		$935K Buy
+16,907
New +$923K 0.3% 88

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

Kingswood Wealth Advisors's JEPI Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.7% in Q2 2026, buying an estimated $482K and bringing the position to 237,900 shares worth $13.4M. The position accounts for 0.54% of the portfolio, ranked #29.

Kingswood Wealth Advisors first reported a position in JEPI in Q2 2023 and has held it in 13 quarters since. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Kingswood Wealth Advisors held 237,900 shares of JPMorgan Equity Premium Income ETF worth $13.4M as of Q2 2026.
  • Kingswood Wealth Advisors bought 8,528 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $482K.
  • JPMorgan Equity Premium Income ETF made up 0.54% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Kingswood Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.