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

Mission 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 		$5.27M Buy
93,263
+84,387
+951% +$4.77M 0.06% 170
2026
Q1 		$503K Buy
8,876
+3,301
+59% +$192K 0.01% 486
2025
Q4 		$319K Sell
5,575
-1,994
-26% -$114K 0.01% 599
2025
Q3 		$432K Sell
7,569
-15,170
-67% -$861K 0.01% 520
2025
Q2 		$1.29M Sell
22,739
-4,967
-18% -$275K 0.03% 281
2025
Q1 		$1.58M Buy
27,706
+3,488
+14% +$203K 0.04% 219
2024
Q4 		$1.39M Buy
24,218
+1,006
+4% +$59.7K 0.03% 224
2024
Q3 		$1.38M Buy
23,212
+1,262
+6% +$72.6K 0.03% 233
2024
Q2 		$1.24M Sell
21,950
-8,696
-28% -$492K 0.03% 231
2024
Q1 		$1.77M Buy
30,646
+1,271
+4% +$71.6K 0.05% 198
2023
Q4 		$1.62M Sell
29,375
-7,852
-21% -$423K 0.05% 172
2023
Q3 		$1.99M Buy
37,227
+480
+1% +$26.4K 0.07% 134
2023
Q2 		$2.03M Sell
36,747
-3,962
-10% -$216K 0.08% 129
2023
Q1 		$2.22M Sell
40,709
-23,770
-37% -$1.29M 0.09% 121
2022
Q4 		$3.51M Buy
64,479
+35,462
+122% +$1.93M 0.17% 77
2022
Q3 		$1.49M Buy
29,017
+19,521
+206% +$1.09M 0.08% 135
2022
Q2 		$527K Buy
+9,496
New +$550K 0.03% 286

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

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

Mission Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 951% in Q2 2026, buying an estimated $4.77M and bringing the position to 93,263 shares worth $5.27M. The position accounts for 0.06% of the portfolio, ranked #170.

Mission Wealth Management first reported a position in JEPI in Q2 2022 and has held it in 17 quarters since. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Mission Wealth Management held 93,263 shares of JPMorgan Equity Premium Income ETF worth $5.27M as of Q2 2026.
  • Mission Wealth Management bought 84,387 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $4.77M.
  • JPMorgan Equity Premium Income ETF made up 0.06% of Mission Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Mission Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.