VSM Wealth Advisory’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

VSM Wealth Advisory’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	$58.5K	Hold	1,035	–	–	0.02%	202
2026 Q1	$58.7K	Buy	1,035 +67	+7%	+$3.9K	0.02%	202
2025 Q4	$55.4K	Buy	968 +379	+64%	+$21.6K	0.02%	194
2025 Q3	$33.6K	Buy	589 +269	+84%	+$15.3K	0.01%	229
2025 Q2	$18.2K	Buy	320 +87	+37%	+$4.82K	0.01%	316
2025 Q1	$13.3K	Buy	233 +13	+6%	+$757	﹤0.01%	319
2024 Q4	$12.7K	Buy	+220	New	+$13.1K	﹤0.01%	319

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

VSM Wealth Advisory's JEPI Position: Q2 2026 in Review

VSM Wealth Advisory held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 1,035 shares worth $58.5K. The position accounts for 0.02% of the portfolio, ranked #202.

VSM Wealth Advisory first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.7K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

VSM Wealth Advisory held 1,035 shares of JPMorgan Equity Premium Income ETF worth $58.5K as of Q2 2026.
VSM Wealth Advisory left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.02% of VSM Wealth Advisory's portfolio in Q2 2026, its #202 holding.
VSM Wealth Advisory first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's JPMorgan Equity Premium Income ETF position peaked at $58.7K in Q1 2026.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.