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

LJI 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	$2.83M	Buy	50,146 +10,314	+26%	+$583K	0.4%	24
2026 Q1	$2.26M	Buy	39,832 +8,566	+27%	+$498K	0.36%	29
2025 Q4	$1.79M	Buy	31,266 +9,023	+41%	+$515K	0.27%	44
2025 Q3	$1.27M	Sell	22,243 -2,000	-8%	-$114K	0.22%	44
2025 Q2	$1.38M	Buy	24,243 +5,256	+28%	+$291K	0.24%	47
2025 Q1	$1.08M	Buy	18,987 +3,480	+22%	+$203K	0.22%	49
2024 Q4	$892K	Sell	15,507 -13,363	-46%	-$793K	0.18%	53
2024 Q3	$1.72M	Sell	28,870 -2,391	-8%	-$138K	0.35%	36
2024 Q2	$1.77M	Buy	31,261 +2,843	+10%	+$161K	0.39%	33
2024 Q1	$1.64M	Buy	28,418 +1,907	+7%	+$107K	0.43%	29
2023 Q4	$1.46M	Buy	26,511 +5,228	+25%	+$282K	0.38%	35
2023 Q3	$1.14M	Buy	21,283 +10,572	+99%	+$583K	0.33%	39
2023 Q2	$593K	Buy	10,711 +179	+2%	+$9.78K	0.17%	66
2023 Q1	$575K	Buy	+10,532	New	+$571K	0.18%	63

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

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

LJI Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 26% in Q2 2026, buying an estimated $583K and bringing the position to 50,146 shares worth $2.83M. The position accounts for 0.4% of the portfolio, ranked #24.

LJI Wealth Management first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

LJI Wealth Management held 50,146 shares of JPMorgan Equity Premium Income ETF worth $2.83M as of Q2 2026.
LJI Wealth Management bought 10,314 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $583K.
JPMorgan Equity Premium Income ETF made up 0.4% of LJI Wealth Management's portfolio in Q2 2026, its #24 holding.
LJI Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.