Paradigm Strategies in Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Paradigm Strategies in 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	24,243 +591	+2%	+$33.4K	0.83%	22
2026 Q1	$1.34M	Sell	23,652 -139	-0.6%	-$8.09K	0.91%	19
2025 Q4	$1.36M	Buy	23,791 +38	+0.2%	+$2.17K	0.89%	20
2025 Q3	$1.36M	Sell	23,753 -1,950	-8%	-$111K	0.87%	21
2025 Q2	$1.46M	Buy	25,703 +2,414	+10%	+$134K	0.96%	21
2025 Q1	$1.33M	Buy	23,289 +3,817	+20%	+$222K	0.9%	23
2024 Q4	$1.12M	Buy	19,472 +7,511	+63%	+$446K	0.74%	21
2024 Q3	$712K	Buy	11,961 +47	+0.4%	+$2.7K	0.45%	24
2024 Q2	$675K	Sell	11,914 -533	-4%	-$30.1K	0.41%	24
2024 Q1	$720K	Buy	12,447 +6,770	+119%	+$381K	0.44%	22
2023 Q4	$312K	Hold	5,677	–	–	0.21%	35
2023 Q3	$304K	Buy	5,677 +939	+20%	+$51.7K	0.19%	38
2023 Q2	$262K	Hold	4,738	–	–	0.18%	38
2023 Q1	$259K	Buy	+4,738	New	+$257K	0.2%	35

Other funds holding JEPI

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Paradigm Strategies in Wealth Management's JEPI Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.5% in Q2 2026, buying an estimated $33.4K and bringing the position to 24,243 shares worth $1.37M. The position accounts for 0.83% of the portfolio, ranked #22.

Paradigm Strategies in Wealth Management first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.46M in Q2 2025. 642 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Paradigm Strategies in Wealth Management held 24,243 shares of JPMorgan Equity Premium Income ETF worth $1.37M as of Q2 2026.
Paradigm Strategies in Wealth Management bought 591 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $33.4K.
JPMorgan Equity Premium Income ETF made up 0.83% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #22 holding.
Paradigm Strategies in Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
Paradigm Strategies in Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $1.46M in Q2 2025.
642 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.