OPWM
JEPI icon

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

Oxinas Partners 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 		$2.79M Buy
49,402
+1,478
+3% +$83.5K 1.1% 26
2026
Q1 		$2.72M Buy
47,924
+4,168
+10% +$242K 1.24% 23
2025
Q4 		$2.5M Buy
43,756
+31,330
+252% +$1.79M 1.21% 24
2025
Q3 		$709K Sell
12,426
-32,016
-72% -$1.82M 0.38% 57
2025
Q2 		$2.53M Buy
44,442
+1,616
+4% +$89.5K 1.3% 23
2025
Q1 		$2.45M Buy
42,826
+498
+1% +$29K 1.45% 21
2024
Q4 		$2.44M Sell
42,328
-681
-2% -$40.4K 1.43% 21
2024
Q3 		$2.56M Buy
43,009
+5,092
+13% +$293K 1.57% 19
2024
Q2 		$2.15M Sell
37,917
-2,808
-7% -$159K 1.43% 21
2024
Q1 		$2.36M Buy
40,725
+2,255
+6% +$127K 1.53% 21
2023
Q4 		$2.12M Buy
38,470
+1,099
+3% +$59.3K 1.5% 23
2023
Q3 		$2M Buy
37,371
+298
+0.8% +$16.4K 1.49% 22
2023
Q2 		$2.05M Buy
37,073
+16,246
+78% +$887K 1.35% 22
2023
Q1 		$1.14M Buy
+20,827
New +$1.13M 0.82% 35

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Oxinas Partners Wealth Management's JEPI Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.1% in Q2 2026, buying an estimated $83.5K and bringing the position to 49,402 shares worth $2.79M. The position accounts for 1.1% of the portfolio, ranked #26.

Oxinas Partners Wealth Management first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Oxinas Partners Wealth Management held 49,402 shares of JPMorgan Equity Premium Income ETF worth $2.79M as of Q2 2026.
  • Oxinas Partners Wealth Management bought 1,478 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $83.5K.
  • JPMorgan Equity Premium Income ETF made up 1.1% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Oxinas Partners Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.