Quest 10 Wealth Builders’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Quest 10 Wealth Builders’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	$22.6K	Hold	400	–	–	0.02%	330
2026 Q1	$22.7K	Hold	400	–	–	0.02%	324
2025 Q4	$22.9K	Hold	400	–	–	0.02%	304
2025 Q3	$22.8K	Hold	400	–	–	0.02%	268
2025 Q2	$22.7K	Hold	400	–	–	0.02%	276
2025 Q1	$22.9K	Hold	400	–	–	0.02%	252
2024 Q4	$23K	Buy	+400	New	+$23.8K	0.02%	283

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

Quest 10 Wealth Builders's JEPI Position: Q2 2026 in Review

Quest 10 Wealth Builders held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 400 shares worth $22.6K. The position accounts for 0.02% of the portfolio, ranked #330.

Quest 10 Wealth Builders first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $23K in Q4 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Quest 10 Wealth Builders held 400 shares of JPMorgan Equity Premium Income ETF worth $22.6K as of Q2 2026.
Quest 10 Wealth Builders left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.02% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #330 holding.
Quest 10 Wealth Builders first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's JPMorgan Equity Premium Income ETF position peaked at $23K in Q4 2024.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.