New Insight Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

New Insight 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	$1.59M	Buy	28,229 +8,568	+44%	+$484K	0.47%	47
2026 Q1	$1.11M	Buy	19,661 +7,409	+60%	+$431K	0.4%	53
2025 Q4	$701K	Buy	12,252 +6,250	+104%	+$357K	0.25%	61
2025 Q3	$343K	Buy	6,002 +1,435	+31%	+$81.5K	0.13%	89
2025 Q2	$260K	Buy	+4,567	New	+$253K	0.11%	94

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

New Insight Wealth Advisors's JEPI Position: Q2 2026 in Review

New Insight Wealth Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 44% in Q2 2026, buying an estimated $484K and bringing the position to 28,229 shares worth $1.59M. The position accounts for 0.47% of the portfolio, ranked #47.

New Insight Wealth Advisors first reported a position in JEPI in Q2 2025 and has held it in 5 quarters since. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

New Insight Wealth Advisors held 28,229 shares of JPMorgan Equity Premium Income ETF worth $1.59M as of Q2 2026.
New Insight Wealth Advisors bought 8,568 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $484K.
JPMorgan Equity Premium Income ETF made up 0.47% of New Insight Wealth Advisors's portfolio in Q2 2026, its #47 holding.
New Insight Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.