KW
JEPI icon

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

KWB Wealth’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 		$300K Buy
+5,313
New +$300K 0.03% 149

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

KWB Wealth's JEPI Position: Q2 2026 in Review

KWB Wealth opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 5,313 shares worth $300K. The stake represents 0.03% of the portfolio and ranks #149 among its holdings.

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

  • KWB Wealth held 5,313 shares of JPMorgan Equity Premium Income ETF worth $300K as of Q2 2026.
  • JPMorgan Equity Premium Income ETF was a new KWB Wealth position in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #149 holding.
  • 256 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.