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

Mosley 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	$2.6M	Sell	46,010 -191,892	-81%	-$10.8M	0.83%	27
2026 Q1	$13.6M	Buy	237,902 +2,052	+0.9%	+$119K	6.15%	1
2025 Q4	$13.4M	Buy	+235,850	New	+$13.5M	6.14%	1
2024 Q4	$13.6M	Buy	230,152 +6,548	+3%	+$389K	8.4%	2
2024 Q3	$13.3M	Buy	223,604 +11,316	+5%	+$651K	9.1%	1
2024 Q2	$12M	Buy	212,288 +200,493	+1,700%	+$11.3M	10.25%	2
2024 Q1	$682K	Buy	11,795 +1,291	+12%	+$72.7K	0.64%	35
2023 Q4	$578K	Buy	+10,504	New	+$566K	0.57%	37

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Mosley Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 81% in Q2 2026, selling an estimated $10.8M and leaving 46,010 shares worth $2.6M. The position accounts for 0.83% of the portfolio, ranked #27.

Mosley Wealth Management first reported a position in JEPI in Q4 2023 and has held it in 8 quarters since. The position peaked at $13.6M in Q1 2026. 971 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Mosley Wealth Management held 46,010 shares of JPMorgan Equity Premium Income ETF worth $2.6M as of Q2 2026.
Mosley Wealth Management sold 191,892 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $10.8M.
JPMorgan Equity Premium Income ETF made up 0.83% of Mosley Wealth Management's portfolio in Q2 2026, its #27 holding.
Mosley Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $13.6M in Q1 2026.
971 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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