Selective Wealth Management
JEPI icon

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
Q3 		$6.39M Buy
111,863
+4,795
+4% +$274K 1.49% 12
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

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Nottingham Advisors
Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Horizon Advisory Services
Horizon Advisory Services West Henrietta, New York $264M AUM 12.59% 1-Year Est. Return

Selective Wealth Management's JEPI Position: Q3 2026 in Review

Selective Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.5% in Q3 2026, buying an estimated $274K and bringing the position to 111,863 shares worth $6.39M. The position accounts for 1.49% of the portfolio, ranked #12.

Selective Wealth Management first reported a position in JEPI in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.1M in Q1 2024. 649 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Selective Wealth Management held 111,863 shares of JPMorgan Equity Premium Income ETF worth $6.39M as of Q3 2026.
  • Selective Wealth Management bought 4,795 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $274K.
  • JPMorgan Equity Premium Income ETF made up 1.49% of Selective Wealth Management's portfolio in Q3 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 17 quarters since.
  • Selective Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $10.1M in Q1 2024.
  • 649 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.