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MeadowBrook Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

MeadowBrook Investment Advisors’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 		$55.9K Buy
+990
New +$55.9K 0.04% 186

Other funds holding JEPI

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return

MeadowBrook Investment Advisors's JEPI Position: Q2 2026 in Review

MeadowBrook Investment Advisors opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 990 shares worth $55.9K. The stake represents 0.04% of the portfolio and ranks #186 among its holdings.

430 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • MeadowBrook Investment Advisors held 990 shares of JPMorgan Equity Premium Income ETF worth $55.9K as of Q2 2026.
  • JPMorgan Equity Premium Income ETF was a new MeadowBrook Investment Advisors position in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.04% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #186 holding.
  • 430 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.