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

Riverchase 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	$266K	Sell	4,702 -3,808	-45%	-$215K	0.12%	73
2026 Q1	$482K	Buy	8,510 +36	+0.4%	+$2.09K	0.25%	53
2025 Q4	$485K	Buy	8,474 +35	+0.4%	+$2K	0.26%	49
2025 Q3	$482K	Buy	8,439 +62	+0.7%	+$3.52K	0.27%	50
2025 Q2	$476K	Buy	8,377 +4,566	+120%	+$253K	0.3%	48
2025 Q1	$218K	Buy	3,811 +63	+2%	+$3.67K	0.15%	62
2024 Q4	$216K	Buy	+3,748	New	+$223K	0.16%	65

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

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

Riverchase Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 45% in Q2 2026, selling an estimated $215K and leaving 4,702 shares worth $266K. The position accounts for 0.12% of the portfolio, ranked #73.

Riverchase Wealth Management first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $485K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Riverchase Wealth Management held 4,702 shares of JPMorgan Equity Premium Income ETF worth $266K as of Q2 2026.
Riverchase Wealth Management sold 3,808 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $215K.
JPMorgan Equity Premium Income ETF made up 0.12% of Riverchase Wealth Management's portfolio in Q2 2026, its #73 holding.
Riverchase Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Riverchase Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $485K in Q4 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.