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

Riverbend 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 		$547K Sell
9,686
-39,543
-80% -$2.23M 0.27% 101
2026
Q1 		$2.79M Buy
49,229
+4,813
+11% +$280K 1.6% 14
2025
Q4 		$2.54M Buy
44,416
+2,129
+5% +$122K 1.58% 14
2025
Q3 		$2.41M Buy
42,287
+1,475
+4% +$83.8K 1.69% 14
2025
Q2 		$2.32M Buy
40,812
+7,509
+23% +$416K 1.76% 13
2025
Q1 		$1.9M Sell
33,303
-29
-0.1% -$1.69K 1.7% 14
2024
Q4 		$1.92M Buy
+33,332
New +$1.98M 1.71% 15

Other funds holding JEPI

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Riverbend Wealth Management's JEPI Position: Q2 2026 in Review

Riverbend Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 80% in Q2 2026, selling an estimated $2.23M and leaving 9,686 shares worth $547K. The position accounts for 0.27% of the portfolio, ranked #101.

Riverbend Wealth Management first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.79M in Q1 2026. 734 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Riverbend Wealth Management held 9,686 shares of JPMorgan Equity Premium Income ETF worth $547K as of Q2 2026.
  • Riverbend Wealth Management sold 39,543 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $2.23M.
  • JPMorgan Equity Premium Income ETF made up 0.27% of Riverbend Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Riverbend Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Riverbend Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $2.79M in Q1 2026.
  • 734 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.