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 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

CWS

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Maia Wealth's JEPI Position: Q2 2026 in Review

Maia Wealth reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 11% in Q2 2026, selling an estimated $126K and leaving 18,984 shares worth $1.07M. The position accounts for 0.16% of the portfolio, ranked #150.

Maia Wealth first reported a position in JEPI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.57M in Q4 2024. 611 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Maia Wealth held 18,984 shares of JPMorgan Equity Premium Income ETF worth $1.07M as of Q2 2026.
Maia Wealth sold 2,237 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $126K.
JPMorgan Equity Premium Income ETF made up 0.16% of Maia Wealth's portfolio in Q2 2026, its #150 holding.
Maia Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's JPMorgan Equity Premium Income ETF position peaked at $2.57M in Q4 2024.
611 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.