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

Meridian 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 		$1.43M Sell
25,250
-1,393
-5% -$78.7K 0.04% 319
2026
Q1 		$1.51M Buy
26,643
+624
+2% +$36.3K 0.05% 272
2025
Q4 		$1.49M Buy
26,019
+1,052
+4% +$60.1K 0.05% 274
2025
Q3 		$1.43M Buy
24,967
+1,661
+7% +$94.3K 0.05% 267
2025
Q2 		$1.32M Buy
23,306
+3,239
+16% +$179K 0.06% 264
2025
Q1 		$1.15M Buy
20,067
+926
+5% +$54K 0.06% 266
2024
Q4 		$1.1M Buy
19,141
+1,945
+11% +$115K 0.05% 276
2024
Q3 		$1.02M Sell
17,196
-1,033
-6% -$59.4K 0.05% 278
2024
Q2 		$1.03M Buy
+18,229
New +$1.03M 0.12% 112
2024
Q1 		– Sell
-19,314
Closed -$1.06M – 353
2023
Q4 		$1.06M Buy
19,314
+1,159
+6% +$62.5K 0.07% 246
2023
Q3 		$972K Buy
18,155
+5,558
+44% +$306K 0.06% 236
2023
Q2 		$697K Buy
12,597
+2,175
+21% +$119K 0.06% 261
2023
Q1 		$569K Buy
10,422
+4,819
+86% +$261K 0.05% 294
2022
Q4 		$305K Buy
+5,603
New +$304K 0.03% 409
2022
Q3 		– Sell
-5,850
Closed -$324K – 532
2022
Q2 		$324K Buy
+5,850
New +$339K 0.03% 427

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Meridian Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.2% in Q2 2026, selling an estimated $78.7K and leaving 25,250 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #319.

Meridian Wealth Management first reported a position in JEPI in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.51M in Q1 2026. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Meridian Wealth Management held 25,250 shares of JPMorgan Equity Premium Income ETF worth $1.43M as of Q2 2026.
  • Meridian Wealth Management sold 1,393 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $78.7K.
  • JPMorgan Equity Premium Income ETF made up 0.04% of Meridian Wealth Management's portfolio in Q2 2026, its #319 holding.
  • Meridian Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 15 quarters since.
  • Meridian Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $1.51M in Q1 2026.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.