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

QP 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 		$478K Sell
8,459
-1,998
-19% -$113K 0.68% 43
2026
Q1 		$593K Sell
10,457
-19,560
-65% -$1.14M 1.02% 32
2025
Q4 		$1.72M Buy
+30,017
New +$1.71M 1.51% 19

Other funds holding JEPI

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

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

QP Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 19% in Q2 2026, selling an estimated $113K and leaving 8,459 shares worth $478K. The position accounts for 0.68% of the portfolio, ranked #43.

QP Wealth Management first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.72M in Q4 2025. 284 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • QP Wealth Management held 8,459 shares of JPMorgan Equity Premium Income ETF worth $478K as of Q2 2026.
  • QP Wealth Management sold 1,998 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $113K.
  • JPMorgan Equity Premium Income ETF made up 0.68% of QP Wealth Management's portfolio in Q2 2026, its #43 holding.
  • QP Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • QP Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $1.72M in Q4 2025.
  • 284 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on QP Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.