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

Selective 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	$6.05M	Sell	107,068 -4,030	-4%	-$228K	1.59%	12
2026 Q1	$6.35M	Sell	111,098 -5,090	-4%	-$296K	1.88%	10
2025 Q4	$6.79M	Sell	116,188 -28,751	-20%	-$1.64M	2.12%	9
2025 Q3	$8.24M	Sell	144,939 -2,058	-1%	-$117K	2.65%	6
2025 Q2	$8.36M	Sell	146,997 -15,140	-9%	-$839K	3.05%	6
2025 Q1	$8.75M	Buy	162,137 +1,863	+1%	+$109K	3.81%	5
2024 Q4	$9.22M	Buy	160,274 +903	+0.6%	+$53.6K	3.74%	5
2024 Q3	$9.4M	Sell	159,371 -15,188	-9%	-$874K	3.9%	5
2024 Q2	$9.8M	Sell	174,559 -2,842	-2%	-$161K	4.32%	5
2024 Q1	$10.1M	Buy	177,401 +31,914	+22%	+$1.8M	4.37%	5
2023 Q4	$7.97M	Sell	145,487 -15,500	-10%	-$836K	4.01%	4
2023 Q3	$8.51M	Buy	160,987 +90,420	+128%	+$4.98M	4.67%	4
2023 Q2	$3.87M	Buy	+70,567	New	+$3.85M	1.93%	16
2022 Q4	$1.49M	Buy	27,039 +26,539	+5,308%	+$1.44M	0.79%	27
2022 Q3	$26K	Hold	500	–	–	0.01%	390
2022 Q2	$28K	Buy	+500	New	+$28.9K	0.01%	418

Other funds holding JEPI

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

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 Fairfield, Iowa $43.3B AUM 29.3% 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Selective Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.6% in Q2 2026, selling an estimated $228K and leaving 107,068 shares worth $6.05M. The position accounts for 1.59% of the portfolio, ranked #12.

Selective Wealth Management first reported a position in JEPI in Q2 2022 and has held it in 16 quarters since. The position peaked at $10.1M in Q1 2024. 658 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Selective Wealth Management held 107,068 shares of JPMorgan Equity Premium Income ETF worth $6.05M as of Q2 2026.
Selective Wealth Management sold 4,030 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $228K.
JPMorgan Equity Premium Income ETF made up 1.59% of Selective Wealth Management's portfolio in Q2 2026, its #12 holding.
Selective Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 16 quarters since.
Selective Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $10.1M in Q1 2024.
658 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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