Strategic Family Wealth Counselors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Strategic Family Wealth Counselors’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	$1M	Buy	17,774 +1,006	+6%	+$56.8K	0.23%	76
2026 Q1	$950K	Buy	16,768 +13	+0.1%	+$756	0.25%	72
2025 Q4	$965K	Buy	16,755 +2,477	+17%	+$141K	0.22%	81
2025 Q3	$815K	Buy	14,278 +4,365	+44%	+$248K	0.21%	73
2025 Q2	$564K	Sell	9,913 -1,486	-13%	-$82.3K	0.16%	87
2025 Q1	$651K	Buy	11,399 +1,986	+21%	+$116K	0.21%	76
2024 Q4	$542K	Sell	9,413 -494	-5%	-$29.3K	0.18%	77
2024 Q3	$590K	Buy	9,907 +1,424	+17%	+$81.9K	0.21%	71
2024 Q2	$481K	Buy	8,483 +2,164	+34%	+$122K	0.18%	71
2024 Q1	$366K	Buy	6,319 +1,084	+21%	+$61.1K	0.14%	77
2023 Q4	$288K	Buy	+5,235	New	+$282K	0.12%	88

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

Strategic Family Wealth Counselors's JEPI Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 6% in Q2 2026, buying an estimated $56.8K and bringing the position to 17,774 shares worth $1M. The position accounts for 0.23% of the portfolio, ranked #76.

Strategic Family Wealth Counselors first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Strategic Family Wealth Counselors held 17,774 shares of JPMorgan Equity Premium Income ETF worth $1M as of Q2 2026.
Strategic Family Wealth Counselors bought 1,006 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $56.8K.
JPMorgan Equity Premium Income ETF made up 0.23% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #76 holding.
Strategic Family Wealth Counselors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.