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Reyes Financial Architecture’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Reyes Financial Architecture’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 		$125K Sell
2,222
-25,152
-92% -$1.42M 0.07% 100
2026
Q1 		$1.55M Buy
27,374
+7,835
+40% +$456K 1.27% 13
2025
Q4 		$1.12M Buy
19,539
+4,253
+28% +$243K 0.68% 19
2025
Q3 		$873K Buy
15,286
+2,419
+19% +$137K 0.59% 27
2025
Q2 		$731K Sell
12,867
-3,314
-20% -$184K 0.63% 28
2025
Q1 		$925K Sell
16,181
-3,378
-17% -$197K 0.68% 19
2024
Q4 		$1.13M Buy
+19,559
New +$1.16M 0.88% 21

Other funds holding JEPI

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return

Reyes Financial Architecture's JEPI Position: Q2 2026 in Review

Reyes Financial Architecture reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 92% in Q2 2026, selling an estimated $1.42M and leaving 2,222 shares worth $125K. The position accounts for 0.07% of the portfolio, ranked #100.

Reyes Financial Architecture first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q1 2026. 430 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Reyes Financial Architecture held 2,222 shares of JPMorgan Equity Premium Income ETF worth $125K as of Q2 2026.
  • Reyes Financial Architecture sold 25,152 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.42M.
  • JPMorgan Equity Premium Income ETF made up 0.07% of Reyes Financial Architecture's portfolio in Q2 2026, its #100 holding.
  • Reyes Financial Architecture first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Reyes Financial Architecture's JPMorgan Equity Premium Income ETF position peaked at $1.55M in Q1 2026.
  • 430 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.