Miller Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Miller Wealth 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	$19.9K	Sell	324 -6	-2%	-$339	0.01%	56
2026 Q1	$18.7K	Sell	330 -52	-14%	-$3.02K	0.01%	57
2025 Q4	$21.9K	Sell	382 -106	-22%	-$6.05K	0.01%	52
2025 Q3	$27.9K	Sell	488 -72	-13%	-$4.09K	0.01%	47
2025 Q2	$31.8K	Sell	560 -72	-11%	-$3.99K	0.01%	36
2025 Q1	$36.1K	Buy	+632	New	+$36.8K	0.02%	32
2024 Q4	–	Sell	-3	Closed	-$180	–	91
2024 Q3	$180	Hold	3	–	–	﹤0.01%	83
2024 Q2	$170	Hold	3	–	–	﹤0.01%	78
2024 Q1	$174	Hold	3	–	–	﹤0.01%	79
2023 Q4	$165	Buy	+3	New	+$162	﹤0.01%	81

Other funds holding JEPI

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Miller Wealth Advisors's JEPI Position: Q2 2026 in Review

Miller Wealth Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.8% in Q2 2026, selling an estimated $339 and leaving 324 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #56.

Miller Wealth Advisors first reported a position in JEPI in Q4 2023 and has held it in 10 quarters since. The position peaked at $36.1K in Q1 2025. 589 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Miller Wealth Advisors held 324 shares of JPMorgan Equity Premium Income ETF worth $19.9K as of Q2 2026.
Miller Wealth Advisors sold 6 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $339.
JPMorgan Equity Premium Income ETF made up 0.01% of Miller Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Miller Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Miller Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $36.1K in Q1 2025.
589 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.