S4W
JEPI icon

Solutions 4 Wealth’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Solutions 4 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 		$3.35M Buy
59,336
+11,233
+23% +$634K 4.33% 6
2026
Q1 		$2.73M Buy
48,103
+5,687
+13% +$331K 4.1% 7
2025
Q4 		$2.43M Buy
42,416
+16,976
+67% +$969K 3.67% 7
2025
Q3 		$1.45M Buy
25,440
+6,410
+34% +$364K 2.25% 9
2025
Q2 		$1.08M Buy
19,030
+3,589
+23% +$199K 1.8% 12
2025
Q1 		$882K Buy
15,441
+183
+1% +$10.7K 1.56% 17
2024
Q4 		$878K Buy
15,258
+287
+2% +$17K 1.59% 17
2024
Q3 		$891K Buy
14,971
+257
+2% +$14.8K 1.74% 17
2024
Q2 		$834K Buy
14,714
+10,182
+225% +$576K 1.89% 15
2024
Q1 		$262K Buy
4,532
+82
+2% +$4.62K 0.74% 34
2023
Q4 		$245K Buy
+4,450
New +$240K 0.8% 32

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Solutions 4 Wealth's JEPI Position: Q2 2026 in Review

Solutions 4 Wealth increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 23% in Q2 2026, buying an estimated $634K and bringing the position to 59,336 shares worth $3.35M. The position accounts for 4.33% of the portfolio, ranked #6.

Solutions 4 Wealth first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Solutions 4 Wealth held 59,336 shares of JPMorgan Equity Premium Income ETF worth $3.35M as of Q2 2026.
  • Solutions 4 Wealth bought 11,233 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $634K.
  • JPMorgan Equity Premium Income ETF made up 4.33% of Solutions 4 Wealth's portfolio in Q2 2026, its #6 holding.
  • Solutions 4 Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.