Summit Financial Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Summit Financial Wealth Advisors’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	$7.29M	Buy	129,091 +2,568	+2%	+$145K	0.93%	26
2026 Q1	$7.17M	Buy	126,523 +17,393	+16%	+$1.01M	1.02%	27
2025 Q4	$6.25M	Buy	109,130 +17,608	+19%	+$1.01M	0.89%	28
2025 Q3	$5.2M	Buy	91,522 +5,412	+6%	+$307K	0.81%	31
2025 Q2	$4.9M	Buy	86,110 +2,830	+3%	+$157K	0.88%	31
2025 Q1	$4.76M	Buy	83,280 +2,451	+3%	+$143K	0.94%	28
2024 Q4	$4.73M	Buy	80,829 +9,369	+13%	+$556K	0.93%	29
2024 Q3	$4.25M	Buy	71,460 +17,995	+34%	+$1.04M	0.8%	32
2024 Q2	$3.03M	Buy	53,465 +18,355	+52%	+$1.04M	0.61%	35
2024 Q1	$2.03M	Buy	35,110 +24,235	+223%	+$1.37M	0.41%	38
2023 Q4	$598K	Hold	10,875	–	–	0.14%	71
2023 Q3	$583K	Buy	+10,875	New	+$599K	0.14%	67

Other funds holding JEPI

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Summit Financial Wealth Advisors's JEPI Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2% in Q2 2026, buying an estimated $145K and bringing the position to 129,091 shares worth $7.29M. The position accounts for 0.93% of the portfolio, ranked #26.

Summit Financial Wealth Advisors first reported a position in JEPI in Q3 2023 and has held it in 12 quarters since. 256 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Summit Financial Wealth Advisors held 129,091 shares of JPMorgan Equity Premium Income ETF worth $7.29M as of Q2 2026.
Summit Financial Wealth Advisors bought 2,568 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $145K.
JPMorgan Equity Premium Income ETF made up 0.93% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Summit Financial Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
256 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.