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

Maridea 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	$317K	Sell	5,609 -5,680	-50%	-$321K	0.03%	407
2026 Q1	$640K	Sell	11,289 -2,142	-16%	-$125K	0.09%	214
2025 Q4	$769K	Buy	13,431 +9,544	+246%	+$545K	0.12%	181
2025 Q3	$222K	Buy	+3,887	New	+$221K	0.03%	387

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 22.96% 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

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

Maridea Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 50% in Q2 2026, selling an estimated $321K and leaving 5,609 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #407.

Maridea Wealth Management first reported a position in JEPI in Q3 2025 and has held it in 4 quarters since. The position peaked at $769K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Maridea Wealth Management held 5,609 shares of JPMorgan Equity Premium Income ETF worth $317K as of Q2 2026.
Maridea Wealth Management sold 5,680 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $321K.
JPMorgan Equity Premium Income ETF made up 0.03% of Maridea Wealth Management's portfolio in Q2 2026, its #407 holding.
Maridea Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
Maridea Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $769K in Q4 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.