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 Q3	$1.46M	Buy	25,907 +1,698	+7%	+$96.9K	0.03%	58
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Orgel Wealth Management's JEPI Position: Q3 2026 in Review

Orgel Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 7% in Q3 2026, buying an estimated $96.9K and bringing the position to 25,907 shares worth $1.46M. 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 6 quarters since. 902 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Orgel Wealth Management held 25,907 shares of JPMorgan Equity Premium Income ETF worth $1.46M as of Q3 2026.
Orgel Wealth Management bought 1,698 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $96.9K.
JPMorgan Equity Premium Income ETF made up 0.03% of Orgel Wealth Management's portfolio in Q3 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 6 quarters since.
902 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.