San Luis Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

San Luis Wealth Advisors’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	$2.93M	Buy	51,848 +18,070	+53%	+$1.02M	0.44%	52
2026 Q1	$1.91M	Buy	33,778 +1,710	+5%	+$99.5K	0.32%	55
2025 Q4	$1.84M	Sell	32,068 -18,885	-37%	-$1.08M	0.31%	56
2025 Q3	$2.91M	Buy	50,953 +4,804	+10%	+$273K	0.52%	48
2025 Q2	$2.62M	Sell	46,149 -20	-0%	-$1.11K	0.56%	44
2025 Q1	$2.64M	Buy	+46,169	New	+$2.69M	0.6%	41

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

San Luis Wealth Advisors's JEPI Position: Q2 2026 in Review

San Luis Wealth Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 53% in Q2 2026, buying an estimated $1.02M and bringing the position to 51,848 shares worth $2.93M. The position accounts for 0.44% of the portfolio, ranked #52.

San Luis Wealth Advisors first reported a position in JEPI in Q1 2025 and has held it in 6 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

San Luis Wealth Advisors held 51,848 shares of JPMorgan Equity Premium Income ETF worth $2.93M as of Q2 2026.
San Luis Wealth Advisors bought 18,070 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.02M.
JPMorgan Equity Premium Income ETF made up 0.44% of San Luis Wealth Advisors's portfolio in Q2 2026, its #52 holding.
San Luis Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.