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

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

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. 1,412 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.
1,412 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.