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

Noble Wealth Management PBC’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	$17.8K	Sell	315 -30	-9%	-$1.69K	0.01%	414
2026 Q1	$19.6K	Sell	345 -83	-19%	-$4.83K	0.01%	371
2025 Q4	$24.5K	Sell	428 -738	-63%	-$42.1K	0.01%	356
2025 Q3	$66.6K	Buy	+1,166	New	+$66.2K	0.04%	217
2025 Q1	$1.16M	Sell	20,280 -20,811	-51%	-$1.21M	0.79%	38
2024 Q4	$2.36M	Buy	+41,091	New	+$2.44M	1.64%	17

Other funds holding JEPI

CWS

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

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return

Noble Wealth Management PBC's JEPI Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.7% in Q2 2026, selling an estimated $1.69K and leaving 315 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #414.

Noble Wealth Management PBC first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.36M in Q4 2024. 415 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Noble Wealth Management PBC held 315 shares of JPMorgan Equity Premium Income ETF worth $17.8K as of Q2 2026.
Noble Wealth Management PBC sold 30 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.69K.
JPMorgan Equity Premium Income ETF made up 0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #414 holding.
Noble Wealth Management PBC first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
Noble Wealth Management PBC's JPMorgan Equity Premium Income ETF position peaked at $2.36M in Q4 2024.
415 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.