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

Opal Wealth Advisors’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	–	Sell	-2,007	Closed	-$114K	–	408
2026 Q1	$114K	Buy	+2,007	New	+$117K	0.03%	269
2025 Q3	–	Sell	-2,097	Closed	-$119K	–	371
2025 Q2	$119K	Buy	2,097 +73	+4%	+$4.04K	0.03%	253
2025 Q1	$116K	Buy	+2,024	New	+$118K	0.04%	254
2024 Q3	–	Sell	-2,673	Closed	-$152K	–	697
2024 Q2	$152K	Buy	+2,673	New	+$151K	0.05%	217
2023 Q1	–	Sell	-3,739	Closed	-$204K	–	130
2022 Q4	$204K	Sell	3,739 -5,111	-58%	-$278K	0.11%	117
2022 Q3	$453K	Buy	8,850 +1,613	+22%	+$89.8K	0.33%	44
2022 Q2	$401K	Buy	+7,237	New	+$419K	0.27%	50

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

Opal Wealth Advisors's JEPI Position: Q2 2026 in Review

Opal Wealth Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 2,007 shares — an estimated $114K sold.

Opal Wealth Advisors first reported a position in JEPI in Q2 2022 and held it in 7 quarters. The position peaked at $453K in Q3 2022. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Opal Wealth Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 2,007 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $114K.
Opal Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and held it in 7 quarters.
Opal Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $453K in Q3 2022.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.