SOA Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

SOA Wealth Advisors’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	–	Sell	-50,366	Closed	-$50.4K	–	926
2026 Q1	$50.4K	Hold	50,366	–	–	0.01%	366
2025 Q4	$50.4K	Hold	50,366	–	–	0.01%	369
2025 Q3	$50.4K	Hold	50,366	–	–	0.01%	377
2025 Q2	$50.4K	Sell	50,366 -20,156	-29%	-$1.12M	0.01%	368
2025 Q1	$70.5K	Buy	+70,522	New	+$4.11M	0.01%	297
2024 Q2	–	Sell	-42	Closed	-$2.43K	–	888
2024 Q1	$2.43K	Buy	+42	New	+$2.37K	﹤0.01%	688

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOA Wealth Advisors's JEPI Position: Q2 2026 in Review

SOA Wealth Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 50,366 shares — an estimated $50.4K sold.

SOA Wealth Advisors first reported a position in JEPI in Q1 2024 and held it in 6 quarters. The position peaked at $70.5K in Q1 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

SOA Wealth Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 50,366 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $50.4K.
SOA Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and held it in 6 quarters.
SOA Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $70.5K in Q1 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.