Measured Wealth Private Client Group
JEPI icon

Measured Wealth Private Client Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Measured Wealth Private Client Group’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 		$30 Hold
1
– – ﹤0.01% 702
2026
Q2 		$30 Hold
1
– – ﹤0.01% 686
2026
Q1 		$29 Hold
1
– – ﹤0.01% 692
2025
Q4 		$29 Buy
+1
New +$57 ﹤0.01% 712
2025
Q3 		– Hold
0
– – – 680

Other funds holding JEPI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cornerstone Advisory
Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

Measured Wealth Private Client Group's JEPI Position: Q3 2026 in Review

Measured Wealth Private Client Group held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q3 2026 at 1 share worth $30. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Measured Wealth Private Client Group first reported a position in JEPI in Q4 2025 and has held it in 4 quarters since. 1,040 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Measured Wealth Private Client Group held 1 share of JPMorgan Equity Premium Income ETF worth $30 as of Q3 2026.
  • Measured Wealth Private Client Group left its JPMorgan Equity Premium Income ETF share count unchanged in Q3 2026.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #702 holding.
  • Measured Wealth Private Client Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,040 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.