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

Maia Wealth’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	$1.09M	Buy	19,330 +346	+2%	+$19.7K	0.15%	145
2026 Q2	$1.07M	Sell	18,984 -2,237	-11%	-$126K	0.16%	150
2026 Q1	$1.2M	Buy	21,221 +2,142	+11%	+$125K	0.2%	131
2025 Q4	$1.13M	Sell	19,079 -2,681	-12%	-$153K	0.19%	126
2025 Q3	$1.23M	Sell	21,760 -16,575	-43%	-$941K	0.21%	119
2025 Q2	$2.18M	Buy	38,335 +4,496	+13%	+$249K	0.42%	64
2025 Q1	$1.85M	Sell	33,839 -9,470	-22%	-$552K	0.42%	61
2024 Q4	$2.57M	Buy	43,309 +10,186	+31%	+$605K	0.55%	42
2024 Q3	$1.97M	Buy	33,123 +336	+1%	+$19.3K	0.49%	52
2024 Q2	$1.86M	Buy	+32,787	New	+$1.85M	0.56%	48
2023 Q4	$617K	Buy	+11,216	New	+$605K	0.25%	80

Other funds holding JEPI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Maia Wealth's JEPI Position: Q3 2026 in Review

Maia Wealth increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.8% in Q3 2026, buying an estimated $19.7K and bringing the position to 19,330 shares worth $1.09M. The position accounts for 0.15% of the portfolio, ranked #145.

Maia Wealth first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.57M in Q4 2024. 1,216 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Maia Wealth held 19,330 shares of JPMorgan Equity Premium Income ETF worth $1.09M as of Q3 2026.
Maia Wealth bought 346 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $19.7K.
JPMorgan Equity Premium Income ETF made up 0.15% of Maia Wealth's portfolio in Q3 2026, its #145 holding.
Maia Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's JPMorgan Equity Premium Income ETF position peaked at $2.57M in Q4 2024.
1,216 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

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