KWB Wealth
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
Q3 		$421K Buy
7,494
+2,181
+41% +$124K 0.04% 129
2026
Q2 		$300K Buy
+5,313
New +$300K 0.03% 149

Other funds holding JEPI

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

KWB Wealth's JEPI Position: Q3 2026 in Review

KWB Wealth increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 41% in Q3 2026, buying an estimated $124K and bringing the position to 7,494 shares worth $421K. The position accounts for 0.04% of the portfolio, ranked #129.

KWB Wealth first reported a position in JEPI in Q2 2026 and has held it in 2 quarters since. 582 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • KWB Wealth held 7,494 shares of JPMorgan Equity Premium Income ETF worth $421K as of Q3 2026.
  • KWB Wealth bought 2,181 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $124K.
  • JPMorgan Equity Premium Income ETF made up 0.04% of KWB Wealth's portfolio in Q3 2026, its #129 holding.
  • KWB Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 582 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.