Power Wealth Management
JEPI icon

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
Q3 		$12.1M Buy
215,532
+16,815
+8% +$959K 4.1% 6
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 		$9.9M Buy
173,367
+2,182
+1% +$121K 3.79% 8
2025
Q1 		$9.8M 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

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nottingham Advisors
Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Power Wealth Management's JEPI Position: Q3 2026 in Review

Power Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.5% in Q3 2026, buying an estimated $959K and bringing the position to 215,532 shares worth $12.1M. The position accounts for 4.1% of the portfolio, ranked #6.

Power Wealth Management first reported a position in JEPI in Q4 2023 and has held it in 12 quarters since. 675 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Power Wealth Management held 215,532 shares of JPMorgan Equity Premium Income ETF worth $12.1M as of Q3 2026.
  • Power Wealth Management bought 16,815 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $959K.
  • JPMorgan Equity Premium Income ETF made up 4.1% of Power Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Power Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 12 quarters since.
  • 675 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Power Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.