Pension & Wealth Management Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Pension & Wealth Management Advisors’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	–	Sell	-163	Closed	-$9.28K	–	566
2026 Q1	$9.28K	Buy	163 +3	+2%	+$175	﹤0.01%	400
2025 Q4	$9.19K	Sell	160 -1,346	-89%	-$76.9K	﹤0.01%	415
2025 Q3	$86K	Buy	1,506 +1,352	+878%	+$76.8K	0.03%	225
2025 Q2	$8.78K	Buy	+154	New	+$8.53K	﹤0.01%	372

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pension & Wealth Management Advisors's JEPI Position: Q2 2026 in Review

Pension & Wealth Management Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 163 shares — an estimated $9.28K sold.

Pension & Wealth Management Advisors first reported a position in JEPI in Q2 2025 and held it in 4 quarters. The position peaked at $86K in Q3 2025. 1,366 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Pension & Wealth Management Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Pension & Wealth Management Advisors sold 163 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $9.28K.
Pension & Wealth Management Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and held it in 4 quarters.
Pension & Wealth Management Advisors's JPMorgan Equity Premium Income ETF position peaked at $86K in Q3 2025.
1,366 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.