Turn8 Private Wealth’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Turn8 Private Wealth’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	$7.39M	Sell	129,107 -16,341	-11%	-$923K	4.93%	4
2026 Q1	$8.24M	Buy	145,448 +26,285	+22%	+$1.53M	5.15%	1
2025 Q4	$6.82M	Sell	119,163 -456	-0.4%	-$26K	4.89%	2
2025 Q3	$6.83M	Buy	119,619 +470	+0.4%	+$26.7K	4.9%	1
2025 Q2	$6.79M	Buy	119,149 +18,028	+18%	+$999K	4.9%	2
2025 Q1	$5.78M	Sell	101,121 -48,893	-33%	-$2.85M	4.52%	1
2024 Q4	$8.55M	Buy	+150,014	New	+$8.91M	6.1%	1

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

Turn8 Private Wealth's JEPI Position: Q2 2026 in Review

Turn8 Private Wealth reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 11% in Q2 2026, selling an estimated $923K and leaving 129,107 shares worth $7.39M. The position accounts for 4.93% of the portfolio, ranked #4.

Turn8 Private Wealth first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.55M in Q4 2024. 1,405 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Turn8 Private Wealth held 129,107 shares of JPMorgan Equity Premium Income ETF worth $7.39M as of Q2 2026.
Turn8 Private Wealth sold 16,341 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $923K.
JPMorgan Equity Premium Income ETF made up 4.93% of Turn8 Private Wealth's portfolio in Q2 2026, its #4 holding.
Turn8 Private Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Turn8 Private Wealth's JPMorgan Equity Premium Income ETF position peaked at $8.55M in Q4 2024.
1,405 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Turn8 Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.