Taylor & Morgan Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Taylor & Morgan 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	$643K	Sell	11,390 -1,212	-10%	-$68.5K	0.32%	42
2026 Q1	$714K	Sell	12,602 -65	-0.5%	-$3.78K	0.41%	37
2025 Q4	$725K	Sell	12,667 -1,845	-13%	-$105K	0.41%	38
2025 Q3	$829K	Buy	14,512 +426	+3%	+$24.2K	0.51%	31
2025 Q2	$801K	Sell	14,086 -314	-2%	-$17.4K	0.54%	28
2025 Q1	$823K	Sell	14,400 -1,865	-11%	-$109K	0.62%	27
2024 Q4	$936K	Sell	16,265 -3,399	-17%	-$202K	0.66%	24
2024 Q3	$1.17M	Sell	19,664 -4,154	-17%	-$239K	0.79%	21
2024 Q2	$1.35M	Buy	23,818 +15,431	+184%	+$873K	0.95%	18
2024 Q1	$485K	Buy	8,387 +692	+9%	+$39K	0.36%	41
2023 Q4	$423K	Buy	+7,695	New	+$415K	0.34%	41

Other funds holding JEPI

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Taylor & Morgan Wealth Management's JEPI Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 9.6% in Q2 2026, selling an estimated $68.5K and leaving 11,390 shares worth $643K. The position accounts for 0.32% of the portfolio, ranked #42.

Taylor & Morgan Wealth Management first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q2 2024. 707 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Taylor & Morgan Wealth Management held 11,390 shares of JPMorgan Equity Premium Income ETF worth $643K as of Q2 2026.
Taylor & Morgan Wealth Management sold 1,212 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $68.5K.
JPMorgan Equity Premium Income ETF made up 0.32% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #42 holding.
Taylor & Morgan Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
Taylor & Morgan Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $1.35M in Q2 2024.
707 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.