Onyx Bridge Wealth Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Onyx Bridge Wealth Group’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	$4.38M	Sell	77,627 -2,889	-4%	-$163K	0.39%	62
2026 Q1	$4.56M	Buy	80,516 +3,313	+4%	+$193K	0.49%	52
2025 Q4	$4.42M	Buy	77,203 +5,936	+8%	+$339K	0.47%	55
2025 Q3	$4.07M	Buy	71,267 +13,901	+24%	+$789K	0.44%	57
2025 Q2	$3.26M	Buy	57,366 +5,381	+10%	+$298K	0.43%	55
2025 Q1	$2.97M	Buy	51,985 +1,751	+3%	+$102K	0.43%	52
2024 Q4	$2.89M	Buy	50,234 +5,396	+12%	+$320K	0.42%	53
2024 Q3	$2.67M	Buy	44,838 +8,164	+22%	+$470K	0.4%	52
2024 Q2	$2.08M	Buy	36,674 +14,635	+66%	+$828K	0.34%	56
2024 Q1	$1.24M	Buy	22,039 +16,175	+276%	+$911K	0.22%	84
2023 Q4	$322K	Buy	+5,864	New	+$316K	0.07%	184
2022 Q4	–	Sell	-8,941	Closed	-$455K	–	202
2022 Q3	$455K	Buy	+8,941	New	+$498K	0.21%	81

Other funds holding JEPI

CWS

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

BCM

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

Onyx Bridge Wealth Group's JEPI Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.6% in Q2 2026, selling an estimated $163K and leaving 77,627 shares worth $4.38M. The position accounts for 0.39% of the portfolio, ranked #62.

Onyx Bridge Wealth Group first reported a position in JEPI in Q3 2022 and has held it in 12 quarters since. The position peaked at $4.56M in Q1 2026. 579 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Onyx Bridge Wealth Group held 77,627 shares of JPMorgan Equity Premium Income ETF worth $4.38M as of Q2 2026.
Onyx Bridge Wealth Group sold 2,889 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $163K.
JPMorgan Equity Premium Income ETF made up 0.39% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #62 holding.
Onyx Bridge Wealth Group first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 12 quarters since.
Onyx Bridge Wealth Group's JPMorgan Equity Premium Income ETF position peaked at $4.56M in Q1 2026.
579 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.