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

Summit Wealth Partners’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 		$4.77M Buy
84,505
+2,202
+3% +$124K 0.68% 42
2026
Q1 		$4.66M Buy
82,303
+1,625
+2% +$94.5K 0.74% 39
2025
Q4 		$4.62M Buy
80,678
+327
+0.4% +$18.7K 0.85% 32
2025
Q3 		$4.59M Buy
80,351
+1,462
+2% +$83K 0.83% 33
2025
Q2 		$4.48M Buy
78,889
+6,690
+9% +$371K 0.86% 32
2025
Q1 		$4.13M Sell
72,199
-1,151
-2% -$67.1K 0.84% 30
2024
Q4 		$4.22M Sell
73,350
-2,303
-3% -$137K 0.87% 28
2024
Q3 		$4.5M Sell
75,653
-1,275
-2% -$73.3K 0.87% 28
2024
Q2 		$4.36M Buy
76,928
+957
+1% +$54.1K 0.91% 27
2024
Q1 		$4.4M Sell
75,971
-1,778
-2% -$100K 0.94% 26
2023
Q4 		$4.27M Sell
77,749
-7,219
-8% -$389K 0.99% 25
2023
Q3 		$4.55M Sell
84,968
-2,121
-2% -$117K 1.16% 21
2023
Q2 		$4.82M Buy
87,089
+5,761
+7% +$315K 1.21% 22
2023
Q1 		$4.44M Buy
81,328
+3,488
+4% +$189K 1.14% 23
2022
Q4 		$4.24M Buy
77,840
+10,022
+15% +$544K 1.13% 23
2022
Q3 		$3.47M Buy
67,818
+11,226
+20% +$625K 0.98% 25
2022
Q2 		$3.14M Buy
56,592
+36,864
+187% +$2.13M 0.84% 29
2022
Q1 		$1.21M Buy
19,728
+13,527
+218% +$819K 0.27% 50
2021
Q4 		$392K Buy
+6,201
New +$382K 0.08% 111

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

Summit Wealth Partners's JEPI Position: Q2 2026 in Review

Summit Wealth Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.7% in Q2 2026, buying an estimated $124K and bringing the position to 84,505 shares worth $4.77M. The position accounts for 0.68% of the portfolio, ranked #42.

Summit Wealth Partners first reported a position in JEPI in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.82M in Q2 2023. 1,415 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Summit Wealth Partners held 84,505 shares of JPMorgan Equity Premium Income ETF worth $4.77M as of Q2 2026.
  • Summit Wealth Partners bought 2,202 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $124K.
  • JPMorgan Equity Premium Income ETF made up 0.68% of Summit Wealth Partners's portfolio in Q2 2026, its #42 holding.
  • Summit Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Summit Wealth Partners's JPMorgan Equity Premium Income ETF position peaked at $4.82M in Q2 2023.
  • 1,415 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.