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RWA Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

RWA Wealth Partners’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 		$1.39M Buy
24,570
+7,996
+48% +$452K 0.01% 312
2026
Q1 		$939K Buy
16,574
+5,962
+56% +$347K 0.01% 357
2025
Q4 		$607K Buy
10,612
+1,309
+14% +$74.7K 0.01% 412
2025
Q3 		$531K Buy
+9,303
New +$528K 0.01% 431

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RWA Wealth Partners's JEPI Position: Q2 2026 in Review

RWA Wealth Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 48% in Q2 2026, buying an estimated $452K and bringing the position to 24,570 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #312.

RWA Wealth Partners first reported a position in JEPI in Q3 2025 and has held it in 4 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • RWA Wealth Partners held 24,570 shares of JPMorgan Equity Premium Income ETF worth $1.39M as of Q2 2026.
  • RWA Wealth Partners bought 7,996 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $452K.
  • JPMorgan Equity Premium Income ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #312 holding.
  • RWA Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.