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 Q3	$507K	Buy	9,025 +2,716	+43%	+$155K	0.09%	65
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 $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Solidarity Wealth's JEPI Position: Q3 2026 in Review

Solidarity Wealth increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 43% in Q3 2026, buying an estimated $155K and bringing the position to 9,025 shares worth $507K. The position accounts for 0.09% of the portfolio, ranked #65.

Solidarity Wealth first reported a position in JEPI in Q3 2023 and has held it in 13 quarters since. 717 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Solidarity Wealth held 9,025 shares of JPMorgan Equity Premium Income ETF worth $507K as of Q3 2026.
Solidarity Wealth bought 2,716 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $155K.
JPMorgan Equity Premium Income ETF made up 0.09% of Solidarity Wealth's portfolio in Q3 2026, its #65 holding.
Solidarity Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 13 quarters since.
717 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Solidarity Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.