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

Power 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 		$11.2M Buy
198,717
+4,455
+2% +$252K 3.86% 7
2026
Q1 		$11M Buy
194,262
+5,162
+3% +$300K 4.1% 7
2025
Q4 		$10.8M Buy
189,100
+3,258
+2% +$186K 3.81% 8
2025
Q3 		$10.6M Buy
185,842
+12,475
+7% +$708K 3.86% 8
2025
Q2 		$9.86M Buy
173,367
+2,182
+1% +$121K 3.79% 8
2025
Q1 		$9.78M Buy
171,185
+9,271
+6% +$540K 3.96% 7
2024
Q4 		$9.31M Buy
161,914
+8,792
+6% +$522K 3.89% 6
2024
Q3 		$9.11M Buy
153,122
+18,689
+14% +$1.08M 3.89% 6
2024
Q2 		$7.62M Buy
134,433
+40,680
+43% +$2.3M 3.64% 6
2024
Q1 		$5.42M Buy
93,753
+12,505
+15% +$704K 3.4% 6
2023
Q4 		$4.47M Buy
+81,248
New +$4.38M 3.1% 7

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

Power Wealth Management's JEPI Position: Q2 2026 in Review

Power Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.3% in Q2 2026, buying an estimated $252K and bringing the position to 198,717 shares worth $11.2M. The position accounts for 3.86% of the portfolio, ranked #7.

Power Wealth Management first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Power Wealth Management held 198,717 shares of JPMorgan Equity Premium Income ETF worth $11.2M as of Q2 2026.
  • Power Wealth Management bought 4,455 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $252K.
  • JPMorgan Equity Premium Income ETF made up 3.86% of Power Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Power Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.