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

Perissos Private 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	$6.09M	Buy	107,822 +2,236	+2%	+$126K	4.11%	6
2026 Q1	$5.98M	Sell	105,586 -1,964	-2%	-$114K	5.19%	4
2025 Q4	$6.16M	Sell	107,550 -2,353	-2%	-$134K	5.31%	4
2025 Q3	$6.28M	Buy	109,903 +844	+0.8%	+$47.9K	4.57%	6
2025 Q2	$6.2M	Buy	109,059 +4,865	+5%	+$270K	4.9%	4
2025 Q1	$5.95M	Buy	104,194 +2,038	+2%	+$119K	5.43%	4
2024 Q4	$5.88M	Buy	102,156 +8,734	+9%	+$519K	4.39%	4
2024 Q3	$5.56M	Buy	93,422 +22,821	+32%	+$1.31M	4.46%	4
2024 Q2	$4M	Buy	70,601 +12,009	+20%	+$679K	3.59%	5
2024 Q1	$3.39M	Buy	+58,592	New	+$3.3M	3.07%	7

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Perissos Private Wealth Management's JEPI Position: Q2 2026 in Review

Perissos Private Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.1% in Q2 2026, buying an estimated $126K and bringing the position to 107,822 shares worth $6.09M. The position accounts for 4.11% of the portfolio, ranked #6.

Perissos Private Wealth Management first reported a position in JEPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.28M in Q3 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Perissos Private Wealth Management held 107,822 shares of JPMorgan Equity Premium Income ETF worth $6.09M as of Q2 2026.
Perissos Private Wealth Management bought 2,236 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $126K.
JPMorgan Equity Premium Income ETF made up 4.11% of Perissos Private Wealth Management's portfolio in Q2 2026, its #6 holding.
Perissos Private Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
Perissos Private Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $6.28M in Q3 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.