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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Tenzing Financial Williamsburg, Virginia $146M AUM