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

Spire Wealth 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 		$6.21M Sell
110,034
-137
-0.1% -$7.74K 0.19% 111
2026
Q1 		$6.24M Buy
110,171
+2,463
+2% +$143K 0.21% 95
2025
Q4 		$6.17M Buy
107,708
+2,743
+3% +$157K 0.21% 99
2025
Q3 		$5.99M Sell
104,965
-52,651
-33% -$2.99M 0.2% 104
2025
Q2 		$8.96M Buy
157,616
+6,391
+4% +$354K 0.32% 63
2025
Q1 		$8.64M Buy
151,225
+31,551
+26% +$1.84M 0.28% 74
2024
Q4 		$6.88M Buy
119,674
+6,308
+6% +$375K 0.21% 98
2024
Q3 		$6.75M Buy
113,366
+5,563
+5% +$320K 0.23% 94
2024
Q2 		$6.11M Sell
107,803
-197,741
-65% -$11.2M 0.22% 100
2024
Q1 		$17.7M Buy
305,544
+23,248
+8% +$1.31M 0.32% 72
2023
Q4 		$15.7M Buy
282,296
+38,643
+16% +$2.08M 0.52% 39
2023
Q3 		$13.1M Buy
243,653
+24,920
+11% +$1.37M 0.5% 49
2023
Q2 		$12.1M Buy
218,733
+30,269
+16% +$1.65M 0.45% 47
2023
Q1 		$10.3M Buy
188,464
+104,978
+126% +$5.7M 0.4% 52
2022
Q4 		$4.55M Buy
83,486
+25,914
+45% +$1.41M 0.26% 94
2022
Q3 		$2.95M Sell
57,572
-17,151
-23% -$954K 0.18% 116
2022
Q2 		$4.14M Sell
74,723
-72,565
-49% -$4.2M 0.17% 129
2022
Q1 		$9.1M Buy
147,288
+17,860
+14% +$1.08M 0.24% 116
2021
Q4 		$8.18M Buy
129,428
+15,566
+14% +$959K 0.18% 133
2021
Q3 		$6.82M Buy
113,862
+1,079
+1% +$66.4K 0.18% 134
2021
Q2 		$6.83M Buy
112,783
+19,274
+21% +$1.15M 0.18% 136
2021
Q1 		$5.43M Buy
+93,509
New +$5.25M 0.14% 153

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

Spire Wealth Management's JEPI Position: Q2 2026 in Review

Spire Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.12% in Q2 2026, selling an estimated $7.74K and leaving 110,034 shares worth $6.21M. The position accounts for 0.19% of the portfolio, ranked #111.

Spire Wealth Management first reported a position in JEPI in Q1 2021 and has held it in 22 quarters since. The position peaked at $17.7M in Q1 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Spire Wealth Management held 110,034 shares of JPMorgan Equity Premium Income ETF worth $6.21M as of Q2 2026.
  • Spire Wealth Management sold 137 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $7.74K.
  • JPMorgan Equity Premium Income ETF made up 0.19% of Spire Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Spire Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $17.7M in Q1 2024.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.