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

Quaker 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
2025
Q2 		– Sell
-77
Closed -$4.4K – 1299
2025
Q1 		$4.4K Buy
+77
New +$4.49K ﹤0.01% 352

Other funds holding JEPI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

Quaker Wealth Management held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 52 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Quaker Wealth Management first reported a position in JEPI in Q3 2024 and has held it in 6 quarters since. The position peaked at $15.1M in Q3 2024. 636 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Quaker Wealth Management held 52 shares of JPMorgan Equity Premium Income ETF worth $2.94K as of Q2 2026.
  • Quaker Wealth Management left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #402 holding.
  • Quaker Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 6 quarters since.
  • Quaker Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $15.1M in Q3 2024.
  • 636 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.