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

Marion 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	$868K	Sell	15,366 -922	-6%	-$52.1K	0.18%	87
2026 Q1	$923K	Sell	16,288 -910	-5%	-$52.9K	0.2%	82
2025 Q4	$1M	Sell	17,198 -1,075	-6%	-$61.4K	0.22%	79
2025 Q3	$1.04M	Buy	18,273 +260	+1%	+$14.8K	0.25%	76
2025 Q2	$1.02M	Sell	18,013 -1,294	-7%	-$71.7K	0.26%	74
2025 Q1	$1.1M	Buy	19,307 +684	+4%	+$39.9K	0.29%	71
2024 Q4	$1.07M	Buy	18,623 +302	+2%	+$17.9K	0.28%	74
2024 Q3	$1.09M	Buy	18,321 +1,930	+12%	+$111K	0.29%	73
2024 Q2	$929K	Buy	16,391 +359	+2%	+$20.3K	0.27%	75
2024 Q1	$928K	Buy	16,032 +950	+6%	+$53.5K	0.28%	73
2023 Q4	$829K	Buy	15,082 +7,178	+91%	+$387K	0.27%	75
2023 Q3	$423K	Sell	7,904 -387	-5%	-$21.3K	0.15%	89
2023 Q2	$459K	Buy	+8,291	New	+$453K	0.16%	84

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

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

Marion Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.7% in Q2 2026, selling an estimated $52.1K and leaving 15,366 shares worth $868K. The position accounts for 0.18% of the portfolio, ranked #87.

Marion Wealth Management first reported a position in JEPI in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.1M in Q1 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Marion Wealth Management held 15,366 shares of JPMorgan Equity Premium Income ETF worth $868K as of Q2 2026.
Marion Wealth Management sold 922 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $52.1K.
JPMorgan Equity Premium Income ETF made up 0.18% of Marion Wealth Management's portfolio in Q2 2026, its #87 holding.
Marion Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
Marion Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $1.1M in Q1 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.