Resolute Wealth Strategies’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Resolute Wealth Strategies’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	$757K	Sell	13,395 -795	-6%	-$44.9K	0.29%	45
2026 Q1	$804K	Buy	14,190 +262	+2%	+$15.2K	0.35%	44
2025 Q4	$797K	Sell	13,928 -259	-2%	-$14.8K	0.35%	44
2025 Q3	$810K	Sell	14,187 -2,927	-17%	-$166K	0.37%	45
2025 Q2	$973K	Buy	17,114 +333	+2%	+$18.4K	0.52%	31
2025 Q1	$959K	Sell	16,781 -606	-3%	-$35.3K	0.54%	35
2024 Q4	$1M	Sell	17,387 -1,895	-10%	-$113K	0.51%	32
2024 Q3	$1.15M	Sell	19,282 -2,852	-13%	-$164K	0.6%	27
2024 Q2	$1.25M	Sell	22,134 -2,733	-11%	-$155K	0.72%	26
2024 Q1	$1.44M	Sell	24,867 -548	-2%	-$30.9K	0.87%	27
2023 Q4	$1.4M	Buy	25,415 +233	+0.9%	+$12.6K	0.95%	24
2023 Q3	$1.35M	Buy	25,182 +1,246	+5%	+$68.7K	1.01%	24
2023 Q2	$1.32M	Buy	23,936 +231	+1%	+$12.6K	1.03%	23
2023 Q1	$1.29M	Buy	+23,705	New	+$1.29M	1.1%	21

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

Resolute Wealth Strategies's JEPI Position: Q2 2026 in Review

Resolute Wealth Strategies reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.6% in Q2 2026, selling an estimated $44.9K and leaving 13,395 shares worth $757K. The position accounts for 0.29% of the portfolio, ranked #45.

Resolute Wealth Strategies first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.44M in Q1 2024. 1,412 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Resolute Wealth Strategies held 13,395 shares of JPMorgan Equity Premium Income ETF worth $757K as of Q2 2026.
Resolute Wealth Strategies sold 795 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $44.9K.
JPMorgan Equity Premium Income ETF made up 0.29% of Resolute Wealth Strategies's portfolio in Q2 2026, its #45 holding.
Resolute Wealth Strategies first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
Resolute Wealth Strategies's JPMorgan Equity Premium Income ETF position peaked at $1.44M in Q1 2024.
1,412 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Resolute Wealth Strategies's 13F filing for Q2 2026, filed 12 Aug 2026.