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

LongView 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	$3.9M	Buy	69,132 +7,957	+13%	+$449K	1%	24
2026 Q1	$3.54M	Buy	61,175 +17,030	+39%	+$991K	0.89%	31
2025 Q4	$2.57M	Buy	44,145 +11,075	+33%	+$632K	0.62%	45
2025 Q3	$1.89M	Buy	33,070 +7,562	+30%	+$429K	0.51%	49
2025 Q2	$1.45M	Buy	25,508 +8,421	+49%	+$466K	0.44%	53
2025 Q1	$976K	Buy	17,087 +6,885	+67%	+$401K	0.29%	73
2024 Q4	$587K	Buy	+10,202	New	+$606K	0.18%	103

Other funds holding JEPI

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BCM

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return

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

LongView Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 13% in Q2 2026, buying an estimated $449K and bringing the position to 69,132 shares worth $3.9M. The position accounts for 1% of the portfolio, ranked #24.

LongView Wealth Management first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. 430 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

LongView Wealth Management held 69,132 shares of JPMorgan Equity Premium Income ETF worth $3.9M as of Q2 2026.
LongView Wealth Management bought 7,957 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $449K.
JPMorgan Equity Premium Income ETF made up 1% of LongView Wealth Management's portfolio in Q2 2026, its #24 holding.
LongView Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
430 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.