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

Prevail Innovative 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	$312K	Sell	5,517 -92,402	-94%	-$5.22M	0.05%	157
2026 Q1	$5.55M	Buy	97,919 +21,777	+29%	+$1.27M	0.93%	42
2025 Q4	$4.36M	Sell	76,142 -44,439	-37%	-$2.54M	0.78%	45
2025 Q3	$6.89M	Buy	120,581 +7,424	+7%	+$422K	1.34%	12
2025 Q2	$6.43M	Buy	113,157 +23,491	+26%	+$1.3M	1.44%	11
2025 Q1	$5.12M	Sell	89,666 -4,961	-5%	-$289K	1.36%	20
2024 Q4	$5.44M	Sell	94,627 -51,539	-35%	-$3.06M	1.58%	15
2024 Q3	$8.7M	Sell	146,166 -6,797	-4%	-$391K	2.65%	3
2024 Q2	$8.67M	Buy	152,963 +734	+0.5%	+$41.5K	3.07%	2
2024 Q1	$8.81M	Sell	152,229 -3,798	-2%	-$214K	3.27%	2
2023 Q4	$8.58M	Sell	156,027 -39,482	-20%	-$2.13M	4.09%	2
2023 Q3	$10.5M	Buy	195,509 +10,333	+6%	+$569K	5.43%	1
2023 Q2	$10.2M	Buy	+185,176	New	+$10.1M	5.62%	2

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

Prevail Innovative Wealth Advisors's JEPI Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 94% in Q2 2026, selling an estimated $5.22M and leaving 5,517 shares worth $312K. The position accounts for 0.05% of the portfolio, ranked #157.

Prevail Innovative Wealth Advisors first reported a position in JEPI in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.5M in Q3 2023. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Prevail Innovative Wealth Advisors held 5,517 shares of JPMorgan Equity Premium Income ETF worth $312K as of Q2 2026.
Prevail Innovative Wealth Advisors sold 92,402 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $5.22M.
JPMorgan Equity Premium Income ETF made up 0.05% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #157 holding.
Prevail Innovative Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
Prevail Innovative Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $10.5M in Q3 2023.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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