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	$13.3K	Sell	235 -95	-29%	-$5.37K	0.01%	69
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 29% in Q2 2026, selling an estimated $5.37K and leaving 235 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #69.

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. 1,411 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Miller Wealth Advisors held 235 shares of JPMorgan Equity Premium Income ETF worth $13.3K as of Q2 2026.
Miller Wealth Advisors sold 95 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $5.37K.
JPMorgan Equity Premium Income ETF made up 0.01% of Miller Wealth Advisors's portfolio in Q2 2026, its #69 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.
1,411 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.