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

Smallwood Wealth Investment 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 		$1.45M Buy
25,631
+3,133
+14% +$177K 0.63% 29
2026
Q1 		$1.28M Buy
22,498
+196
+0.9% +$11.4K 0.67% 28
2025
Q4 		$1.28M Buy
22,302
+2,513
+13% +$143K 0.67% 28
2025
Q3 		$1.13M Buy
19,789
+3,664
+23% +$208K 0.58% 30
2025
Q2 		$917K Buy
16,125
+2,977
+23% +$165K 0.52% 31
2025
Q1 		$751K Buy
13,148
+1,395
+12% +$81.3K 0.47% 30
2024
Q4 		$676K Buy
11,753
+1,965
+20% +$117K 0.46% 35
2024
Q3 		$582K Buy
9,788
+1,246
+15% +$71.7K 0.42% 34
2024
Q2 		$484K Buy
8,542
+44
+0.5% +$2.49K 0.37% 38
2024
Q1 		$492K Buy
8,498
+2,312
+37% +$130K 0.38% 38
2023
Q4 		$340K Buy
6,186
+519
+9% +$28K 0.28% 50
2023
Q3 		$304K Sell
5,667
-719
-11% -$39.6K 0.28% 49
2023
Q2 		$353K Sell
6,386
-425
-6% -$23.2K 0.32% 45
2023
Q1 		$372K Sell
6,811
-4,776
-41% -$259K 0.35% 43
2022
Q4 		$631K Buy
11,587
+282
+2% +$15.3K 0.53% 35
2022
Q3 		$579K Buy
11,305
+6,705
+146% +$373K 0.52% 40
2022
Q2 		$255K Buy
+4,600
New +$266K 0.26% 53

Other funds holding JEPI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Smallwood Wealth Investment Management's JEPI Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 14% in Q2 2026, buying an estimated $177K and bringing the position to 25,631 shares worth $1.45M. The position accounts for 0.63% of the portfolio, ranked #29.

Smallwood Wealth Investment Management first reported a position in JEPI in Q2 2022 and has held it in 17 quarters since. 934 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Smallwood Wealth Investment Management held 25,631 shares of JPMorgan Equity Premium Income ETF worth $1.45M as of Q2 2026.
  • Smallwood Wealth Investment Management bought 3,133 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $177K.
  • JPMorgan Equity Premium Income ETF made up 0.63% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #29 holding.
  • Smallwood Wealth Investment Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 934 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.