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Walled Lake Planning & Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Walled Lake Planning & Wealth Management’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 		$375K Buy
6,639
+103
+2% +$5.82K 0.09% 97
2026
Q1 		$370K Buy
6,536
+87
+1% +$5.06K 0.11% 96
2025
Q4 		$369K Buy
6,449
+171
+3% +$9.76K 0.12% 94
2025
Q3 		$358K Sell
6,278
-1,844
-23% -$105K 0.12% 96
2025
Q2 		$462K Sell
8,122
-1,555
-16% -$86.1K 0.15% 76
2025
Q1 		$553K Sell
9,677
-86
-0.9% -$5.01K 0.2% 63
2024
Q4 		$562K Sell
9,763
-158
-2% -$9.38K 0.21% 62
2024
Q3 		$590K Buy
9,921
+108
+1% +$6.21K 0.22% 58
2024
Q2 		$556K Buy
9,813
+1,689
+21% +$95.5K 0.23% 56
2024
Q1 		$470K Buy
8,124
+80
+1% +$4.51K 0.19% 58
2023
Q4 		$442K Sell
8,044
-84
-1% -$4.53K 0.21% 50
2023
Q3 		$435K Sell
8,128
-20
-0.2% -$1.1K 0.22% 46
2023
Q2 		$451K Buy
8,148
+99
+1% +$5.41K 0.22% 46
2023
Q1 		$439K Buy
+8,049
New +$437K 0.23% 48

Other funds holding JEPI

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Walled Lake Planning & Wealth Management's JEPI Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.6% in Q2 2026, buying an estimated $5.82K and bringing the position to 6,639 shares worth $375K. The position accounts for 0.09% of the portfolio, ranked #97.

Walled Lake Planning & Wealth Management first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. The position peaked at $590K in Q3 2024. 288 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 6,639 shares of JPMorgan Equity Premium Income ETF worth $375K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 103 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $5.82K.
  • JPMorgan Equity Premium Income ETF made up 0.09% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Walled Lake Planning & Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Walled Lake Planning & Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $590K in Q3 2024.
  • 288 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.