Lineweaver Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Lineweaver Wealth Advisors’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	$628K	Buy	11,124 +897	+9%	+$50.7K	0.07%	133
2026 Q1	$580K	Sell	10,227 -1,117	-10%	-$65K	0.08%	131
2025 Q4	$649K	Sell	11,344 -1,088	-9%	-$62.1K	0.09%	131
2025 Q3	$710K	Sell	12,432 -3,301	-21%	-$187K	0.1%	117
2025 Q2	$894K	Buy	15,733 +99	+0.6%	+$5.48K	0.14%	99
2025 Q1	$893K	Sell	15,634 -76	-0.5%	-$4.43K	0.15%	95
2024 Q4	$904K	Sell	15,710 -535	-3%	-$31.8K	0.17%	89
2024 Q3	$967K	Buy	16,245 +653	+4%	+$37.6K	0.18%	85
2024 Q2	$884K	Buy	15,592 +566	+4%	+$32K	0.18%	84
2024 Q1	$869K	Buy	15,026 +2,069	+16%	+$117K	0.21%	86
2023 Q4	$712K	Buy	12,957 +427	+3%	+$23K	0.18%	89
2023 Q3	$671K	Buy	+12,530	New	+$690K	0.2%	79

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

Lineweaver Wealth Advisors's JEPI Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.8% in Q2 2026, buying an estimated $50.7K and bringing the position to 11,124 shares worth $628K. The position accounts for 0.07% of the portfolio, ranked #133.

Lineweaver Wealth Advisors first reported a position in JEPI in Q3 2023 and has held it in 12 quarters since. The position peaked at $967K in Q3 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Lineweaver Wealth Advisors held 11,124 shares of JPMorgan Equity Premium Income ETF worth $628K as of Q2 2026.
Lineweaver Wealth Advisors bought 897 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $50.7K.
JPMorgan Equity Premium Income ETF made up 0.07% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #133 holding.
Lineweaver Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
Lineweaver Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $967K in Q3 2024.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.