RAFFA WEALTH MANAGEMENT, LLC’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$30.4K	Sell	538 -13	-2%	-$734	﹤0.01%	225
2026 Q1	$31.2K	Buy	551 +21	+4%	+$1.22K	﹤0.01%	208
2025 Q4	$30.3K	Hold	530	–	–	﹤0.01%	209
2025 Q3	$30.3K	Sell	530 -156	-23%	-$8.86K	0.01%	204
2025 Q2	$39K	Sell	686 -115	-14%	-$6.37K	0.01%	196
2025 Q1	$45.8K	Hold	801	–	–	0.01%	152
2024 Q4	$46.1K	Hold	801	–	–	0.01%	155
2024 Q3	$47.7K	Hold	801	–	–	0.01%	148
2024 Q2	$45.4K	Buy	801 +166	+26%	+$9.39K	0.01%	203
2024 Q1	$36.7K	Buy	635 +115	+22%	+$6.48K	0.01%	213
2023 Q4	$28.6K	Sell	520 -18	-3%	-$971	0.01%	172
2023 Q3	$28.8K	Sell	538 -5	-0.9%	-$276	0.01%	164
2023 Q2	$30K	Buy	543 +109	+25%	+$5.95K	0.01%	163
2023 Q1	$23.7K	Buy	+434	New	+$23.6K	0.01%	201

Other funds holding JEPI

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's JEPI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.4% in Q2 2026, selling an estimated $734 and leaving 538 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. The position peaked at $47.7K in Q3 2024. 605 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 538 shares of JPMorgan Equity Premium Income ETF worth $30.4K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 13 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $734.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #225 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's JPMorgan Equity Premium Income ETF position peaked at $47.7K in Q3 2024.
605 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.