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

Steinberganna 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	$502K	Buy	8,892 +2,954	+50%	+$167K	0.2%	63
2026 Q1	$337K	Buy	+5,938	New	+$345K	0.16%	82
2025 Q4	–	Sell	-10,068	Closed	-$575K	–	135
2025 Q3	$575K	Buy	+10,068	New	+$572K	0.27%	57

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Steinberganna Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 50% in Q2 2026, buying an estimated $167K and bringing the position to 8,892 shares worth $502K. The position accounts for 0.2% of the portfolio, ranked #63.

Steinberganna Wealth Management first reported a position in JEPI in Q3 2025 and has held it in 3 quarters since. The position peaked at $575K in Q3 2025. 1,405 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Steinberganna Wealth Management held 8,892 shares of JPMorgan Equity Premium Income ETF worth $502K as of Q2 2026.
Steinberganna Wealth Management bought 2,954 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $167K.
JPMorgan Equity Premium Income ETF made up 0.2% of Steinberganna Wealth Management's portfolio in Q2 2026, its #63 holding.
Steinberganna Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 3 quarters since.
Steinberganna Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $575K in Q3 2025.
1,405 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.