LifeWealth Investments’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

LifeWealth Investments’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	$4.8M	Sell	85,004 -2,810	-3%	-$159K	1.28%	22
2026 Q1	$4.98M	Buy	87,814 +7,747	+10%	+$451K	1.49%	19
2025 Q4	$4.58M	Sell	80,067 -1,350	-2%	-$77.1K	1.45%	23
2025 Q3	$4.65M	Buy	81,417 +1,016	+1%	+$57.7K	1.53%	19
2025 Q2	$4.57M	Buy	80,401 +14,277	+22%	+$791K	1.66%	18
2025 Q1	$3.78M	Buy	66,124 +25,012	+61%	+$1.46M	1.82%	15
2024 Q4	$2.37M	Buy	+41,112	New	+$2.44M	1.57%	18

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

LifeWealth Investments's JEPI Position: Q2 2026 in Review

LifeWealth Investments reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.2% in Q2 2026, selling an estimated $159K and leaving 85,004 shares worth $4.8M. The position accounts for 1.28% of the portfolio, ranked #22.

LifeWealth Investments first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.98M in Q1 2026. 1,412 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

LifeWealth Investments held 85,004 shares of JPMorgan Equity Premium Income ETF worth $4.8M as of Q2 2026.
LifeWealth Investments sold 2,810 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $159K.
JPMorgan Equity Premium Income ETF made up 1.28% of LifeWealth Investments's portfolio in Q2 2026, its #22 holding.
LifeWealth Investments first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's JPMorgan Equity Premium Income ETF position peaked at $4.98M in Q1 2026.
1,412 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.