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

Signature Wealth Management Partners’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 		$13.8M Sell
245,018
-3,044
-1% -$172K 6.45% 4
2026
Q1 		$14.1M Buy
248,062
+368
+0.1% +$21.4K 7.05% 3
2025
Q4 		$14.2M Sell
247,694
-147
-0.1% -$8.39K 7.01% 3
2025
Q3 		$14.2M Buy
247,841
+10,218
+4% +$580K 7.41% 3
2025
Q2 		$13.5M Buy
237,623
+14,352
+6% +$795K 7.72% 3
2025
Q1 		$12.8M Buy
223,271
+40,810
+22% +$2.38M 8.35% 2
2024
Q4 		$10.5M Buy
182,461
+11,487
+7% +$682K 7.21% 3
2024
Q3 		$10.2M Buy
170,974
+6,866
+4% +$395K 7.37% 3
2024
Q2 		$9.3M Buy
164,108
+7,916
+5% +$448K 7.07% 4
2024
Q1 		$9.04M Buy
156,192
+12,486
+9% +$703K 7.36% 2
2023
Q4 		$7.9M Buy
143,706
+12,093
+9% +$652K 6.92% 3
2023
Q3 		$7.05M Buy
131,613
+8,232
+7% +$454K 6.89% 3
2023
Q2 		$6.83M Buy
123,381
+18,057
+17% +$986K 6.33% 4
2023
Q1 		$5.75M Buy
105,324
+46,417
+79% +$2.52M 5.34% 4
2022
Q4 		$3.21M Buy
58,907
+44,537
+310% +$2.42M 3.16% 6
2022
Q3 		$736K Buy
+14,370
New +$800K 0.81% 36

Other funds holding JEPI

Commonwealth Equity Services
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
CA
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Signature Wealth Management Partners's JEPI Position: Q2 2026 in Review

Signature Wealth Management Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.2% in Q2 2026, selling an estimated $172K and leaving 245,018 shares worth $13.8M. The position accounts for 6.45% of the portfolio, ranked #4.

Signature Wealth Management Partners first reported a position in JEPI in Q3 2022 and has held it in 16 quarters since. The position peaked at $14.2M in Q4 2025. 734 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Signature Wealth Management Partners held 245,018 shares of JPMorgan Equity Premium Income ETF worth $13.8M as of Q2 2026.
  • Signature Wealth Management Partners sold 3,044 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $172K.
  • JPMorgan Equity Premium Income ETF made up 6.45% of Signature Wealth Management Partners's portfolio in Q2 2026, its #4 holding.
  • Signature Wealth Management Partners first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Signature Wealth Management Partners's JPMorgan Equity Premium Income ETF position peaked at $14.2M in Q4 2025.
  • 734 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.