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

Purus 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	$1.9M	Sell	33,687 -6,182	-16%	-$349K	0.52%	45
2026 Q1	$2.26M	Sell	39,869 -4,299	-10%	-$250K	0.72%	34
2025 Q4	$2.53M	Sell	44,168 -1,352	-3%	-$77.2K	0.79%	29
2025 Q3	$2.6M	Buy	45,520 +112	+0.2%	+$6.36K	0.83%	28
2025 Q2	$2.58M	Sell	45,408 -247	-0.5%	-$13.7K	0.9%	26
2025 Q1	$2.61M	Sell	45,655 -329	-0.7%	-$19.2K	1.11%	25
2024 Q4	$2.65M	Buy	45,984 +18,618	+68%	+$1.11M	1.05%	24
2024 Q3	$1.63M	Buy	27,366 +1,004	+4%	+$57.8K	0.69%	40
2024 Q2	$1.49M	Buy	26,362 +567	+2%	+$32.1K	0.66%	38
2024 Q1	$1.49M	Sell	25,795 -627	-2%	-$35.3K	0.74%	38
2023 Q4	$1.45M	Sell	26,422 -2,039	-7%	-$110K	0.84%	38
2023 Q3	$1.52M	Buy	28,461 +1,383	+5%	+$76.2K	1.03%	28
2023 Q2	$1.5M	Buy	27,078 +8,907	+49%	+$486K	0.97%	31
2023 Q1	$992K	Buy	+18,171	New	+$986K	0.78%	30

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

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

Purus Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 16% in Q2 2026, selling an estimated $349K and leaving 33,687 shares worth $1.9M. The position accounts for 0.52% of the portfolio, ranked #45.

Purus Wealth Management first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.65M in Q4 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Purus Wealth Management held 33,687 shares of JPMorgan Equity Premium Income ETF worth $1.9M as of Q2 2026.
Purus Wealth Management sold 6,182 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $349K.
JPMorgan Equity Premium Income ETF made up 0.52% of Purus Wealth Management's portfolio in Q2 2026, its #45 holding.
Purus Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
Purus Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $2.65M in Q4 2024.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Purus Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.