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

Red Crane 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	$769K	Sell	13,614 -245	-2%	-$13.8K	0.57%	44
2026 Q1	$786K	Buy	13,859 +279	+2%	+$16.2K	0.65%	37
2025 Q4	$777K	Buy	13,580 +38	+0.3%	+$2.17K	0.64%	36
2025 Q3	$773K	Sell	13,542 -2,397	-15%	-$136K	0.65%	35
2025 Q2	$906K	Sell	15,939 -5,209	-25%	-$289K	0.83%	31
2025 Q1	$1.21M	Buy	21,148 +404	+2%	+$23.5K	1.16%	27
2024 Q4	$1.19M	Buy	+20,744	New	+$1.23M	1.13%	26

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

Red Crane Wealth Management's JEPI Position: Q2 2026 in Review

Red Crane Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.8% in Q2 2026, selling an estimated $13.8K and leaving 13,614 shares worth $769K. The position accounts for 0.57% of the portfolio, ranked #44.

Red Crane Wealth Management first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q1 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Red Crane Wealth Management held 13,614 shares of JPMorgan Equity Premium Income ETF worth $769K as of Q2 2026.
Red Crane Wealth Management sold 245 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $13.8K.
JPMorgan Equity Premium Income ETF made up 0.57% of Red Crane Wealth Management's portfolio in Q2 2026, its #44 holding.
Red Crane Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Red Crane Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $1.21M in Q1 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Red Crane Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.