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Principle Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Principle Wealth Partners’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 		$4.09M Sell
72,467
-24,638
-25% -$1.39M 0.2% 91
2026
Q1 		$5.5M Buy
97,105
+1,850
+2% +$108K 0.31% 65
2025
Q4 		$5.45M Sell
95,255
-16,487
-15% -$941K 0.31% 62
2025
Q3 		$6.38M Buy
111,742
+38
+0% +$2.16K 0.37% 51
2025
Q2 		$6.35M Sell
111,704
-10,124
-8% -$561K 0.4% 50
2025
Q1 		$6.96M Buy
121,828
+9,432
+8% +$550K 0.5% 45
2024
Q4 		$6.47M Buy
112,396
+1,820
+2% +$108K 0.45% 50
2024
Q3 		$6.58M Buy
110,576
+4,104
+4% +$236K 0.47% 50
2024
Q2 		$6.03M Buy
106,472
+432
+0.4% +$24.4K 0.46% 50
2024
Q1 		$6.14M Buy
106,040
+2,175
+2% +$123K 0.48% 52
2023
Q4 		$5.71M Sell
103,865
-3,664
-3% -$198K 0.49% 51
2023
Q3 		$5.76M Buy
107,529
+100,771
+1,491% +$5.55M 0.58% 48
2023
Q2 		$374K Buy
6,758
+1,421
+27% +$77.6K 0.04% 235
2023
Q1 		$291K Sell
5,337
-736
-12% -$39.9K 0.03% 260
2022
Q4 		$331K Buy
6,073
+667
+12% +$36.2K 0.04% 236
2022
Q3 		$277K Buy
5,406
+1,543
+40% +$85.9K 0.03% 242
2022
Q2 		$214K Buy
+3,863
New +$224K 0.03% 289

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

Principle Wealth Partners's JEPI Position: Q2 2026 in Review

Principle Wealth Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 25% in Q2 2026, selling an estimated $1.39M and leaving 72,467 shares worth $4.09M. The position accounts for 0.2% of the portfolio, ranked #91.

Principle Wealth Partners first reported a position in JEPI in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.96M in Q1 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Principle Wealth Partners held 72,467 shares of JPMorgan Equity Premium Income ETF worth $4.09M as of Q2 2026.
  • Principle Wealth Partners sold 24,638 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.39M.
  • JPMorgan Equity Premium Income ETF made up 0.2% of Principle Wealth Partners's portfolio in Q2 2026, its #91 holding.
  • Principle Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Principle Wealth Partners's JPMorgan Equity Premium Income ETF position peaked at $6.96M in Q1 2025.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.