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

Sheets Smith 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 		$2.13M Sell
37,684
-406
-1% -$22.9K 0.21% 98
2026
Q1 		$2.16M Sell
38,090
-2,904
-7% -$169K 0.24% 95
2025
Q4 		$2.35M Sell
40,994
-407
-1% -$23.2K 0.26% 83
2025
Q3 		$2.36M Buy
41,401
+1,345
+3% +$76.4K 0.27% 84
2025
Q2 		$2.28M Buy
40,056
+686
+2% +$38K 0.27% 84
2025
Q1 		$2.25M Buy
39,370
+9,106
+30% +$531K 0.28% 81
2024
Q4 		$1.74M Buy
30,264
+100
+0.3% +$5.94K 0.21% 105
2024
Q3 		$1.8M Sell
30,164
-92
-0.3% -$5.29K 0.22% 106
2024
Q2 		$1.71M Sell
30,256
-315
-1% -$17.8K 0.21% 109
2024
Q1 		$1.77M Sell
30,571
-106
-0.3% -$5.97K 0.2% 112
2023
Q4 		$1.69M Buy
30,677
+111
+0.4% +$5.99K 0.24% 98
2023
Q3 		$1.64M Sell
30,566
-1,197
-4% -$66K 0.25% 96
2023
Q2 		$1.76M Buy
31,763
+2,514
+9% +$137K 0.26% 92
2023
Q1 		$1.6M Buy
29,249
+22,855
+357% +$1.24M 0.24% 97
2022
Q4 		$348K Buy
6,394
+1,774
+38% +$96.3K 0.05% 234
2022
Q3 		$237K Buy
+4,620
New +$257K 0.04% 272

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

Sheets Smith Wealth Management's JEPI Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.1% in Q2 2026, selling an estimated $22.9K and leaving 37,684 shares worth $2.13M. The position accounts for 0.21% of the portfolio, ranked #98.

Sheets Smith Wealth Management first reported a position in JEPI in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.36M in Q3 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Sheets Smith Wealth Management held 37,684 shares of JPMorgan Equity Premium Income ETF worth $2.13M as of Q2 2026.
  • Sheets Smith Wealth Management sold 406 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $22.9K.
  • JPMorgan Equity Premium Income ETF made up 0.21% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Sheets Smith Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Sheets Smith Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $2.36M in Q3 2025.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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