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 Q3	$4.42M	Buy	78,654 +9,522	+14%	+$543K	1.07%	22
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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return

LongView Wealth Management's JEPI Position: Q3 2026 in Review

LongView Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 14% in Q3 2026, buying an estimated $543K and bringing the position to 78,654 shares worth $4.42M. The position accounts for 1.07% of the portfolio, ranked #22.

LongView Wealth Management first reported a position in JEPI in Q4 2024 and has held it in 8 quarters since. 495 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

LongView Wealth Management held 78,654 shares of JPMorgan Equity Premium Income ETF worth $4.42M as of Q3 2026.
LongView Wealth Management bought 9,522 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $543K.
JPMorgan Equity Premium Income ETF made up 1.07% of LongView Wealth Management's portfolio in Q3 2026, its #22 holding.
LongView Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 8 quarters since.
495 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.