Landmark Wealth Management (New York)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Landmark Wealth Management (New York)’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	$610K	Buy	10,797 +3,354	+45%	+$189K	0.15%	99
2026 Q1	$422K	Buy	7,443 +3,004	+68%	+$175K	0.11%	120
2025 Q4	$254K	Buy	4,439 +112	+3%	+$6.39K	0.1%	81
2025 Q3	$247K	Buy	4,327 +6	+0.1%	+$341	0.1%	79
2025 Q2	$246K	Buy	4,321 +86	+2%	+$4.76K	0.1%	81
2025 Q1	$242K	Buy	4,235 +402	+10%	+$23.4K	0.11%	74
2024 Q4	$221K	Buy	3,833 +185	+5%	+$11K	0.1%	75
2024 Q3	$217K	Buy	3,648 +50	+1%	+$2.88K	0.09%	75
2024 Q2	$204K	Buy	+3,598	New	+$204K	0.16%	49

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

Landmark Wealth Management (New York)'s JEPI Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 45% in Q2 2026, buying an estimated $189K and bringing the position to 10,797 shares worth $610K. The position accounts for 0.15% of the portfolio, ranked #99.

Landmark Wealth Management (New York) first reported a position in JEPI in Q2 2024 and has held it in 9 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Landmark Wealth Management (New York) held 10,797 shares of JPMorgan Equity Premium Income ETF worth $610K as of Q2 2026.
Landmark Wealth Management (New York) bought 3,354 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $189K.
JPMorgan Equity Premium Income ETF made up 0.15% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #99 holding.
Landmark Wealth Management (New York) first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.