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

ORG Wealth Partners’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	$659K	Buy	11,643 +1,309	+13%	+$73.9K	0.1%	120
2026 Q1	$586K	Sell	10,334 -2,486	-19%	-$145K	0.12%	115
2025 Q4	$735K	Buy	12,820 +1,002	+8%	+$57.2K	0.17%	86
2025 Q3	$676K	Buy	11,818 +49	+0.4%	+$2.78K	0.14%	96
2025 Q2	$669K	Sell	11,769 -3,770	-24%	-$209K	0.16%	90
2025 Q1	$884K	Buy	+15,539	New	+$905K	0.27%	68

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

ORG Wealth Partners's JEPI Position: Q2 2026 in Review

ORG Wealth Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 13% in Q2 2026, buying an estimated $73.9K and bringing the position to 11,643 shares worth $659K. The position accounts for 0.1% of the portfolio, ranked #120.

ORG Wealth Partners first reported a position in JEPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $884K in Q1 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

ORG Wealth Partners held 11,643 shares of JPMorgan Equity Premium Income ETF worth $659K as of Q2 2026.
ORG Wealth Partners bought 1,309 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $73.9K.
JPMorgan Equity Premium Income ETF made up 0.1% of ORG Wealth Partners's portfolio in Q2 2026, its #120 holding.
ORG Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
ORG Wealth Partners's JPMorgan Equity Premium Income ETF position peaked at $884K in Q1 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.