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 Q3	$2.41M	Sell	42,224 -3,786	-8%	-$216K	0.7%	29
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Mosley Wealth Management's JEPI Position: Q3 2026 in Review

Mosley Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.2% in Q3 2026, selling an estimated $216K and leaving 42,224 shares worth $2.41M. The position accounts for 0.7% of the portfolio, ranked #29.

Mosley Wealth Management first reported a position in JEPI in Q4 2023 and has held it in 9 quarters since. The position peaked at $13.6M in Q1 2026. 979 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Mosley Wealth Management held 42,224 shares of JPMorgan Equity Premium Income ETF worth $2.41M as of Q3 2026.
Mosley Wealth Management sold 3,786 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $216K.
JPMorgan Equity Premium Income ETF made up 0.7% of Mosley Wealth Management's portfolio in Q3 2026, its #29 holding.
Mosley Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 9 quarters since.
Mosley Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $13.6M in Q1 2026.
979 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.