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

Quadcap 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	$406K	Buy	7,180 +432	+6%	+$24.4K	0.04%	302
2026 Q1	$382K	Sell	6,748 -495	-7%	-$28.8K	0.04%	292
2025 Q4	$406K	Sell	7,243 -999	-12%	-$57K	0.05%	294
2025 Q3	$471K	Sell	8,242 -2,127	-21%	-$121K	0.06%	275
2025 Q2	$589K	Buy	10,369 +388	+4%	+$21.5K	0.07%	232
2025 Q1	$570K	Sell	9,981 -1,967	-16%	-$115K	0.08%	216
2024 Q4	$687K	Buy	11,948 +1,904	+19%	+$113K	0.1%	193
2024 Q3	$598K	Buy	10,044 +4,686	+87%	+$270K	0.09%	221
2024 Q2	$304K	Buy	+5,358	New	+$303K	0.05%	304

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

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

Quadcap Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.4% in Q2 2026, buying an estimated $24.4K and bringing the position to 7,180 shares worth $406K. The position accounts for 0.04% of the portfolio, ranked #302.

Quadcap Wealth Management first reported a position in JEPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $687K in Q4 2024. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Quadcap Wealth Management held 7,180 shares of JPMorgan Equity Premium Income ETF worth $406K as of Q2 2026.
Quadcap Wealth Management bought 432 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $24.4K.
JPMorgan Equity Premium Income ETF made up 0.04% of Quadcap Wealth Management's portfolio in Q2 2026, its #302 holding.
Quadcap Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
Quadcap Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $687K in Q4 2024.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.