Madison Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Madison Wealth Partners’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	$1.13M	Buy	19,971 +4,267	+27%	+$241K	0.14%	79
2026 Q1	$890K	Buy	15,704 +3,452	+28%	+$201K	0.14%	73
2025 Q4	$701K	Sell	12,252 -605	-5%	-$34.5K	0.13%	79
2025 Q3	$734K	Buy	12,857 +477	+4%	+$27.1K	0.15%	74
2025 Q2	$704K	Buy	12,380 +513	+4%	+$28.4K	0.15%	69
2025 Q1	$678K	Buy	11,867 +2,427	+26%	+$141K	0.17%	68
2024 Q4	$543K	Buy	9,440 +5,267	+126%	+$313K	0.15%	74
2024 Q3	$248K	Buy	+4,173	New	+$240K	0.07%	132

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 22.9% 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

Madison Wealth Partners's JEPI Position: Q2 2026 in Review

Madison Wealth Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 27% in Q2 2026, buying an estimated $241K and bringing the position to 19,971 shares worth $1.13M. The position accounts for 0.14% of the portfolio, ranked #79.

Madison Wealth Partners first reported a position in JEPI in Q3 2024 and has held it in 8 quarters since. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Madison Wealth Partners held 19,971 shares of JPMorgan Equity Premium Income ETF worth $1.13M as of Q2 2026.
Madison Wealth Partners bought 4,267 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $241K.
JPMorgan Equity Premium Income ETF made up 0.14% of Madison Wealth Partners's portfolio in Q2 2026, its #79 holding.
Madison Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.