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

Total Clarity 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 		$384K Buy
+6,791
New +$384K 0.07% 258
2025
Q3 		– Sell
-3,664
Closed -$208K – 308
2025
Q2 		$208K Sell
3,664
-14,720
-80% -$815K 0.06% 270
2025
Q1 		$1.06M Hold
18,384
– – 0.35% 77
2024
Q4 		$1.06M Sell
18,384
-534
-3% -$31.7K 0.34% 78
2024
Q3 		$1.13M Sell
18,918
-2,486
-12% -$143K 0.36% 75
2024
Q2 		$1.21M Sell
21,404
-910
-4% -$51.5K 0.42% 65
2024
Q1 		$1.29M Sell
22,314
-6,806
-23% -$383K 0.45% 61
2023
Q4 		$1.6M Sell
29,120
-3,137
-10% -$169K 0.66% 41
2023
Q3 		$1.73M Buy
32,257
+20,736
+180% +$1.14M 0.83% 28
2023
Q2 		$637K Buy
11,521
+445
+4% +$24.3K 0.32% 85
2023
Q1 		$605K Buy
11,076
+6,308
+132% +$342K 0.33% 77
2022
Q4 		$260K Sell
4,768
-63
-1% -$3.42K 0.13% 181
2022
Q3 		$247K Buy
4,831
+1,740
+56% +$96.8K 0.15% 176
2022
Q2 		$171K Buy
+3,091
New +$179K 0.09% 231
2022
Q1 		– Sell
-224
Closed -$14K – 574
2021
Q4 		$14K Buy
224
+64
+40% +$3.94K 0.01% 624
2021
Q3 		$10K Buy
+160
New +$9.84K ﹤0.01% 676

Other funds holding JEPI

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return

Total Clarity Wealth Management's JEPI Position: Q2 2026 in Review

Total Clarity Wealth Management opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 6,791 shares worth $384K. The stake represents 0.07% of the portfolio and ranks #258 among its holdings. This is a return to the name: Total Clarity Wealth Management previously reported a position in JEPI as recently as Q2 2025.

Total Clarity Wealth Management first reported a position in JEPI in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.73M in Q3 2023. 430 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Total Clarity Wealth Management held 6,791 shares of JPMorgan Equity Premium Income ETF worth $384K as of Q2 2026.
  • JPMorgan Equity Premium Income ETF was a new Total Clarity Wealth Management position in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.07% of Total Clarity Wealth Management's portfolio in Q2 2026, its #258 holding.
  • Total Clarity Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 16 quarters since.
  • Total Clarity Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $1.73M in Q3 2023.
  • 430 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.