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Visionary Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Visionary Wealth Advisors’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 		$5.8M Sell
102,686
-56,521
-36% -$3.19M 0.23% 113
2026
Q1 		$9.02M Sell
159,207
-33,462
-17% -$1.95M 0.4% 75
2025
Q4 		$11M Sell
192,669
-3,628
-2% -$207K 0.5% 50
2025
Q3 		$11.2M Sell
196,297
-11,293
-5% -$641K 0.52% 47
2025
Q2 		$11.8M Sell
207,590
-29,658
-13% -$1.64M 0.6% 40
2025
Q1 		$13.6M Sell
237,248
-8,134
-3% -$474K 0.81% 26
2024
Q4 		$14.1M Buy
245,382
+18,547
+8% +$1.1M 0.83% 22
2024
Q3 		$13.5M Buy
226,835
+55,679
+33% +$3.2M 0.82% 20
2024
Q2 		$9.7M Buy
171,156
+74,986
+78% +$4.24M 0.63% 38
2024
Q1 		$5.56M Buy
96,170
+14,380
+18% +$810K 0.38% 75
2023
Q4 		$4.5M Sell
81,790
-21,606
-21% -$1.16M 0.33% 83
2023
Q3 		$5.54M Sell
103,396
-2,898
-3% -$160K 0.45% 63
2023
Q2 		$5.88M Sell
106,294
-20,688
-16% -$1.13M 0.47% 62
2023
Q1 		$6.93M Buy
126,982
+20,664
+19% +$1.12M 0.59% 44
2022
Q4 		$5.79M Buy
106,318
+24,324
+30% +$1.32M 0.53% 55
2022
Q3 		$4.2M Buy
81,994
+8,693
+12% +$484K 0.44% 63
2022
Q2 		$4.07M Buy
73,301
+39,845
+119% +$2.31M 0.36% 74
2022
Q1 		$2.05M Buy
33,456
+12,840
+62% +$777K 0.17% 121
2021
Q4 		$1.3M Buy
20,616
+7,513
+57% +$463K 0.11% 143
2021
Q3 		$781K Buy
+13,103
New +$806K 0.08% 153

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

Visionary Wealth Advisors's JEPI Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 36% in Q2 2026, selling an estimated $3.19M and leaving 102,686 shares worth $5.8M. The position accounts for 0.23% of the portfolio, ranked #113.

Visionary Wealth Advisors first reported a position in JEPI in Q3 2021 and has held it in 20 quarters since. The position peaked at $14.1M in Q4 2024. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Visionary Wealth Advisors held 102,686 shares of JPMorgan Equity Premium Income ETF worth $5.8M as of Q2 2026.
  • Visionary Wealth Advisors sold 56,521 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $3.19M.
  • JPMorgan Equity Premium Income ETF made up 0.23% of Visionary Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • Visionary Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 20 quarters since.
  • Visionary Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $14.1M in Q4 2024.
  • 1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.