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

Lakeridge 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	$709K	Sell	12,554 -361	-3%	-$20.4K	0.26%	77
2026 Q1	$732K	Buy	12,915 +306	+2%	+$17.8K	0.31%	65
2025 Q4	$722K	Buy	12,609 +221	+2%	+$12.6K	0.33%	62
2025 Q3	$707K	Buy	12,388 +154	+1%	+$8.75K	0.31%	60
2025 Q2	$696K	Buy	12,234 +1,400	+13%	+$77.6K	0.32%	55
2025 Q1	$619K	Buy	10,834 +2,984	+38%	+$174K	0.31%	60
2024 Q4	$452K	Buy	7,850 +206	+3%	+$12.2K	0.23%	85
2024 Q3	$455K	Buy	7,644 +399	+6%	+$23K	0.25%	81
2024 Q2	$411K	Buy	7,245 +727	+11%	+$41.1K	0.25%	80
2024 Q1	$377K	Buy	+6,518	New	+$367K	0.24%	80

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

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

Lakeridge Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.8% in Q2 2026, selling an estimated $20.4K and leaving 12,554 shares worth $709K. The position accounts for 0.26% of the portfolio, ranked #77.

Lakeridge Wealth Management first reported a position in JEPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $732K in Q1 2026. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Lakeridge Wealth Management held 12,554 shares of JPMorgan Equity Premium Income ETF worth $709K as of Q2 2026.
Lakeridge Wealth Management sold 361 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $20.4K.
JPMorgan Equity Premium Income ETF made up 0.26% of Lakeridge Wealth Management's portfolio in Q2 2026, its #77 holding.
Lakeridge Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
Lakeridge Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $732K in Q1 2026.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.