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

Orgel Wealth Management’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	$1.37M	Buy	24,209 +11,569	+92%	+$653K	0.03%	58
2026 Q1	$716K	Buy	12,640 +5,579	+79%	+$325K	0.02%	58
2025 Q4	$404K	Buy	7,061 +1,169	+20%	+$66.8K	0.01%	74
2025 Q3	$336K	Buy	5,892 +812	+16%	+$46.1K	0.01%	71
2025 Q2	$289K	Buy	+5,080	New	+$281K	0.01%	75

Other funds holding JEPI

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Orgel Wealth Management's JEPI Position: Q2 2026 in Review

Orgel Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 92% in Q2 2026, buying an estimated $653K and bringing the position to 24,209 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #58.

Orgel Wealth Management first reported a position in JEPI in Q2 2025 and has held it in 5 quarters since. 256 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Orgel Wealth Management held 24,209 shares of JPMorgan Equity Premium Income ETF worth $1.37M as of Q2 2026.
Orgel Wealth Management bought 11,569 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $653K.
JPMorgan Equity Premium Income ETF made up 0.03% of Orgel Wealth Management's portfolio in Q2 2026, its #58 holding.
Orgel Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
256 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.