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Meriwether Wealth & Planning’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Meriwether Wealth & Planning’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 		$249K Buy
4,417
+93
+2% +$5.25K 0.12% 105
2026
Q1 		$245K Sell
4,324
-354
-8% -$20.6K 0.13% 106
2025
Q4 		$268K Sell
4,678
-539
-10% -$30.8K 0.15% 93
2025
Q3 		$298K Sell
5,217
-995
-16% -$56.5K 0.17% 87
2025
Q2 		$353K Buy
6,212
+371
+6% +$20.6K 0.22% 76
2025
Q1 		$334K Buy
5,841
+1,239
+27% +$72.2K 0.22% 80
2024
Q4 		$265K Buy
+4,602
New +$273K 0.19% 93

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

Meriwether Wealth & Planning's JEPI Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.2% in Q2 2026, buying an estimated $5.25K and bringing the position to 4,417 shares worth $249K. The position accounts for 0.12% of the portfolio, ranked #105.

Meriwether Wealth & Planning first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $353K in Q2 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Meriwether Wealth & Planning held 4,417 shares of JPMorgan Equity Premium Income ETF worth $249K as of Q2 2026.
  • Meriwether Wealth & Planning bought 93 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $5.25K.
  • JPMorgan Equity Premium Income ETF made up 0.12% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #105 holding.
  • Meriwether Wealth & Planning first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's JPMorgan Equity Premium Income ETF position peaked at $353K in Q2 2025.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.