Physician Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Physician Wealth 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	$257K	Hold	4,558	–	–	0.03%	184
2026 Q1	$258K	Hold	4,558	–	–	0.04%	166
2025 Q4	$261K	Buy	4,558 +1,910	+72%	+$109K	0.04%	155
2025 Q3	$151K	Buy	2,648 +2,475	+1,431%	+$141K	0.02%	227
2025 Q2	$9.84K	Hold	173	–	–	﹤0.01%	650
2025 Q1	$9.89K	Hold	173	–	–	﹤0.01%	613
2024 Q4	$9.95K	Buy	+173	New	+$10.3K	﹤0.01%	631

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

Physician Wealth Advisors's JEPI Position: Q2 2026 in Review

Physician Wealth Advisors held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 4,558 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #184.

Physician Wealth Advisors first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $261K in Q4 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Physician Wealth Advisors held 4,558 shares of JPMorgan Equity Premium Income ETF worth $257K as of Q2 2026.
Physician Wealth Advisors left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #184 holding.
Physician Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $261K in Q4 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.