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Raab & Moskowitz Asset Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Raab & Moskowitz Asset 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 		$1.35M Buy
+23,990
New +$1.35M 0.27% 81

Other funds holding JEPI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 $44.6B AUM 28.94% 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

Raab & Moskowitz Asset Management's JEPI Position: Q2 2026 in Review

Raab & Moskowitz Asset Management opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 23,990 shares worth $1.35M. The stake represents 0.27% of the portfolio and ranks #81 among its holdings.

794 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Raab & Moskowitz Asset Management held 23,990 shares of JPMorgan Equity Premium Income ETF worth $1.35M as of Q2 2026.
  • JPMorgan Equity Premium Income ETF was a new Raab & Moskowitz Asset Management position in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.27% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #81 holding.
  • 794 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.