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

SteelPeak 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 		$1.93M Buy
34,091
+2,842
+9% +$161K 0.05% 238
2026
Q1 		$1.77M Sell
31,249
-1,769
-5% -$103K 0.05% 229
2025
Q4 		$1.9M Sell
33,018
-14,359
-30% -$820K 0.06% 214
2025
Q3 		$2.71M Buy
47,377
+5,564
+13% +$316K 0.09% 174
2025
Q2 		$2.38M Sell
41,813
-689
-2% -$38.2K 0.09% 174
2025
Q1 		$2.43M Buy
42,502
+644
+2% +$37.5K 0.1% 158
2024
Q4 		$2.42M Buy
41,858
+5,415
+15% +$322K 0.1% 155
2024
Q3 		$2.17M Buy
36,443
+3,196
+10% +$184K 0.09% 164
2024
Q2 		$1.88M Sell
33,247
-3,286
-9% -$186K 0.09% 175
2024
Q1 		$2.11M Buy
36,533
+4,079
+13% +$230K 0.11% 154
2023
Q4 		$1.8M Buy
32,454
+3,353
+12% +$181K 0.1% 157
2023
Q3 		$1.56M Buy
29,101
+1,495
+5% +$82.4K 0.1% 154
2023
Q2 		$1.53M Buy
27,606
+3,276
+13% +$179K 0.09% 146
2023
Q1 		$1.33M Sell
24,330
-614
-2% -$33.3K 0.09% 147
2022
Q4 		$1.37M Buy
24,944
+772
+3% +$41.9K 0.1% 153
2022
Q3 		$1.24M Sell
24,172
-92
-0.4% -$5.12K 0.09% 153
2022
Q2 		$1.34M Sell
24,264
-1,000
-4% -$57.9K 0.1% 146
2022
Q1 		$1.55M Sell
25,264
-279
-1% -$16.9K 0.09% 142
2021
Q4 		$1.61M Sell
25,543
-481
-2% -$29.6K 0.09% 132
2021
Q3 		$1.55M Buy
26,024
+4,469
+21% +$275K 0.1% 125
2021
Q2 		$1.31M Buy
+21,555
New +$1.28M 0.09% 147

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

SteelPeak Wealth's JEPI Position: Q2 2026 in Review

SteelPeak Wealth increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 9.1% in Q2 2026, buying an estimated $161K and bringing the position to 34,091 shares worth $1.93M. The position accounts for 0.05% of the portfolio, ranked #238.

SteelPeak Wealth first reported a position in JEPI in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.71M in Q3 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • SteelPeak Wealth held 34,091 shares of JPMorgan Equity Premium Income ETF worth $1.93M as of Q2 2026.
  • SteelPeak Wealth bought 2,842 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $161K.
  • JPMorgan Equity Premium Income ETF made up 0.05% of SteelPeak Wealth's portfolio in Q2 2026, its #238 holding.
  • SteelPeak Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and has held it in 21 quarters since.
  • SteelPeak Wealth's JPMorgan Equity Premium Income ETF position peaked at $2.71M in Q3 2025.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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