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

Solidarity Wealth’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	$356K	Buy	6,309 +1,270	+25%	+$71.7K	0.06%	77
2026 Q1	$286K	Buy	5,039 +34	+0.7%	+$1.98K	0.05%	74
2025 Q4	$292K	Sell	5,005 -11	-0.2%	-$628	0.06%	70
2025 Q3	$286K	Hold	5,016	–	–	0.06%	76
2025 Q2	$285K	Hold	5,016	–	–	0.07%	71
2025 Q1	$287K	Hold	5,016	–	–	0.07%	77
2024 Q4	$294K	Buy	5,016 +420	+9%	+$24.9K	0.08%	72
2024 Q3	$274K	Buy	4,596 +972	+27%	+$55.9K	0.07%	74
2024 Q2	$205K	Sell	3,624 -792	-18%	-$44.8K	0.06%	82
2024 Q1	$256K	Buy	4,416 +734	+20%	+$41.4K	0.08%	74
2023 Q4	$204K	Sell	3,682 -107	-3%	-$5.77K	0.07%	81
2023 Q3	$203K	Buy	+3,789	New	+$209K	0.07%	86

Other funds holding JEPI

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

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 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Solidarity Wealth's JEPI Position: Q2 2026 in Review

Solidarity Wealth increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 25% in Q2 2026, buying an estimated $71.7K and bringing the position to 6,309 shares worth $356K. The position accounts for 0.06% of the portfolio, ranked #77.

Solidarity Wealth first reported a position in JEPI in Q3 2023 and has held it in 12 quarters since. 734 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Solidarity Wealth held 6,309 shares of JPMorgan Equity Premium Income ETF worth $356K as of Q2 2026.
Solidarity Wealth bought 1,270 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $71.7K.
JPMorgan Equity Premium Income ETF made up 0.06% of Solidarity Wealth's portfolio in Q2 2026, its #77 holding.
Solidarity Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
734 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Solidarity Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.