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

Tyche 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	$2.88M	Buy	51,010 +2,269	+5%	+$128K	0.4%	56
2026 Q1	$2.76M	Buy	48,741 +5,069	+12%	+$295K	0.43%	53
2025 Q4	$2.5M	Buy	43,672 +5,119	+13%	+$292K	0.4%	57
2025 Q3	$2.2M	Buy	38,553 +2,411	+7%	+$137K	0.39%	59
2025 Q2	$2.05M	Buy	36,142 +20,021	+124%	+$1.11M	0.41%	51
2025 Q1	$921K	Buy	16,121 +9,860	+157%	+$574K	0.2%	80
2024 Q4	$360K	Buy	6,261 +602	+11%	+$35.7K	0.08%	187
2024 Q3	$337K	Sell	5,659 -664	-11%	-$38.2K	0.08%	176
2024 Q2	$358K	Buy	6,323 +22	+0.3%	+$1.24K	0.09%	168
2024 Q1	$365K	Sell	6,301 -82	-1%	-$4.62K	0.09%	173
2023 Q4	$351K	Buy	+6,383	New	+$344K	0.08%	200

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

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

Tyche Wealth Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.7% in Q2 2026, buying an estimated $128K and bringing the position to 51,010 shares worth $2.88M. The position accounts for 0.4% of the portfolio, ranked #56.

Tyche Wealth Partners first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Tyche Wealth Partners held 51,010 shares of JPMorgan Equity Premium Income ETF worth $2.88M as of Q2 2026.
Tyche Wealth Partners bought 2,269 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $128K.
JPMorgan Equity Premium Income ETF made up 0.4% of Tyche Wealth Partners's portfolio in Q2 2026, its #56 holding.
Tyche Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.