Oak Barrel Wealth Advisory’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Oak Barrel Wealth Advisory’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	$448K	Buy	+7,929	New	+$448K	0.2%	55
2025 Q4	$435K	Buy	+7,606	New	+$434K	0.26%	56

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

Oak Barrel Wealth Advisory's JEPI Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 7,929 shares worth $448K. The stake represents 0.2% of the portfolio and ranks #55 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in JEPI as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in JEPI in Q4 2025 and has held it in 2 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Oak Barrel Wealth Advisory held 7,929 shares of JPMorgan Equity Premium Income ETF worth $448K as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.2% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #55 holding.
Oak Barrel Wealth Advisory first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.