Olistico Wealth’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Olistico Wealth’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	$35.2K	Buy	+626	New	+$35.7K	0.01%	187

Other funds holding JEPI

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return

Olistico Wealth's JEPI Position: Q3 2026 in Review

Olistico Wealth opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 626 shares worth $35.2K. The stake represents 0.01% of the portfolio and ranks #187 among its holdings.

495 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Olistico Wealth held 626 shares of JPMorgan Equity Premium Income ETF worth $35.2K as of Q3 2026.
JPMorgan Equity Premium Income ETF was a new Olistico Wealth position in Q3 2026.
JPMorgan Equity Premium Income ETF made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #187 holding.
495 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.