Prosperity Consulting Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Prosperity Consulting Group’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	$79.1M	Buy	1,401,148 +30,324	+2%	+$1.71M	2.99%	5
2026 Q1	$77.7M	Buy	1,370,824 +90,875	+7%	+$5.29M	3.46%	3
2025 Q4	$73.3M	Buy	1,279,949 +145,617	+13%	+$8.31M	3.3%	4
2025 Q3	$64.8M	Buy	1,134,332 +319,253	+39%	+$18.1M	3.19%	4
2025 Q2	$46.3M	Buy	815,079 +51,103	+7%	+$2.83M	3.38%	3
2025 Q1	$43.7M	Buy	763,976 +53,857	+8%	+$3.14M	3.37%	3
2024 Q4	$40.9M	Buy	710,119 +57,674	+9%	+$3.42M	3.07%	4
2024 Q3	$38.8M	Buy	652,445 +74,896	+13%	+$4.31M	3.03%	4
2024 Q2	$32.7M	Buy	577,549 +148,730	+35%	+$8.41M	4.44%	3
2024 Q1	$24.8M	Buy	428,819 +153,181	+56%	+$8.63M	3.11%	3
2023 Q4	$15.2M	Buy	275,638 +188,577	+217%	+$10.2M	5.08%	2
2023 Q3	$4.66M	Buy	87,061 +20,092	+30%	+$1.11M	2.14%	12
2023 Q2	$3.71M	Buy	66,969 +7,393	+12%	+$404K	2.28%	14
2023 Q1	$3.25M	Buy	59,576 +30,514	+105%	+$1.66M	2.06%	15
2022 Q4	$1.58M	Buy	29,062 +17,238	+146%	+$936K	1.06%	28
2022 Q3	$606K	Buy	+11,824	New	+$658K	0.5%	55

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

Prosperity Consulting Group's JEPI Position: Q2 2026 in Review

Prosperity Consulting Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.2% in Q2 2026, buying an estimated $1.71M and bringing the position to 1,401,148 shares worth $79.1M. The position accounts for 2.99% of the portfolio, ranked #5.

Prosperity Consulting Group first reported a position in JEPI in Q3 2022 and has held it in 16 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Prosperity Consulting Group held 1,401,148 shares of JPMorgan Equity Premium Income ETF worth $79.1M as of Q2 2026.
Prosperity Consulting Group bought 30,324 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.71M.
JPMorgan Equity Premium Income ETF made up 2.99% of Prosperity Consulting Group's portfolio in Q2 2026, its #5 holding.
Prosperity Consulting Group first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.