Morey & Quinn Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Morey & Quinn Wealth Partners’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	$235K	Buy	4,154 +432	+12%	+$24.4K	0.15%	127
2026 Q1	$211K	Hold	3,722	–	–	0.15%	128
2025 Q4	$213K	Buy	3,722 +175	+5%	+$9.99K	0.15%	125
2025 Q3	$203K	Sell	3,547 -138	-4%	-$7.84K	0.15%	128
2025 Q2	$209K	Buy	+3,685	New	+$204K	0.17%	120

Other funds holding JEPI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CWS

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Morey & Quinn Wealth Partners's JEPI Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 12% in Q2 2026, buying an estimated $24.4K and bringing the position to 4,154 shares worth $235K. The position accounts for 0.15% of the portfolio, ranked #127.

Morey & Quinn Wealth Partners first reported a position in JEPI in Q2 2025 and has held it in 5 quarters since. 992 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Morey & Quinn Wealth Partners held 4,154 shares of JPMorgan Equity Premium Income ETF worth $235K as of Q2 2026.
Morey & Quinn Wealth Partners bought 432 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $24.4K.
JPMorgan Equity Premium Income ETF made up 0.15% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #127 holding.
Morey & Quinn Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
992 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.