Optivise Advisory Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Optivise Advisory Services’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	$392K	Buy	6,948 +2,915	+72%	+$165K	0.2%	132
2026 Q1	$229K	Buy	+4,033	New	+$235K	0.14%	169
2025 Q3	–	Sell	-3,560	Closed	-$202K	–	229
2025 Q2	$202K	Sell	3,560 -3,373	-49%	-$187K	0.1%	201
2025 Q1	$396K	Sell	6,933 -2,951	-30%	-$172K	0.22%	99
2024 Q4	$569K	Buy	9,884 +5,169	+110%	+$307K	0.31%	78
2024 Q3	$281K	Buy	+4,715	New	+$271K	0.15%	128

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

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

BCM

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Optivise Advisory Services's JEPI Position: Q2 2026 in Review

Optivise Advisory Services increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 72% in Q2 2026, buying an estimated $165K and bringing the position to 6,948 shares worth $392K. The position accounts for 0.2% of the portfolio, ranked #132.

Optivise Advisory Services first reported a position in JEPI in Q3 2024 and has held it in 6 quarters since. The position peaked at $569K in Q4 2024. 521 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Optivise Advisory Services held 6,948 shares of JPMorgan Equity Premium Income ETF worth $392K as of Q2 2026.
Optivise Advisory Services bought 2,915 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $165K.
JPMorgan Equity Premium Income ETF made up 0.2% of Optivise Advisory Services's portfolio in Q2 2026, its #132 holding.
Optivise Advisory Services first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 6 quarters since.
Optivise Advisory Services's JPMorgan Equity Premium Income ETF position peaked at $569K in Q4 2024.
521 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.