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

Sax 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	$3.72M	Sell	65,547 -339	-0.5%	-$19.1K	0.15%	106
2026 Q1	$3.77M	Hold	65,886	–	–	0.18%	85
2025 Q4	$3.77M	Buy	65,886 +7,478	+13%	+$427K	0.18%	86
2025 Q3	$3.34M	Buy	58,408 +7,246	+14%	+$411K	0.18%	77
2025 Q2	$2.91M	Buy	51,162 +8,172	+19%	+$453K	0.18%	79
2025 Q1	$2.46M	Buy	42,990 +16,591	+63%	+$967K	0.18%	80
2024 Q4	$1.52M	Buy	26,399 +17,832	+208%	+$1.06M	0.12%	85
2024 Q3	$510K	Buy	8,567 +2,878	+51%	+$166K	0.05%	154
2024 Q2	$322K	Buy	+5,689	New	+$322K	0.03%	200

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

Sax Wealth Advisors's JEPI Position: Q2 2026 in Review

Sax Wealth Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.51% in Q2 2026, selling an estimated $19.1K and leaving 65,547 shares worth $3.72M. The position accounts for 0.15% of the portfolio, ranked #106.

Sax Wealth Advisors first reported a position in JEPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.77M in Q1 2026. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Sax Wealth Advisors held 65,547 shares of JPMorgan Equity Premium Income ETF worth $3.72M as of Q2 2026.
Sax Wealth Advisors sold 339 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $19.1K.
JPMorgan Equity Premium Income ETF made up 0.15% of Sax Wealth Advisors's portfolio in Q2 2026, its #106 holding.
Sax Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
Sax Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $3.77M in Q1 2026.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.