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

Wealth Alliance’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 		$1.54M Buy
27,341
+2,128
+8% +$120K 0.13% 144
2026
Q1 		$1.43M Buy
25,213
+323
+1% +$18.8K 0.14% 138
2025
Q4 		$1.42M Sell
24,890
-932
-4% -$53.2K 0.14% 138
2025
Q3 		$1.47M Buy
25,822
+41
+0.2% +$2.33K 0.15% 130
2025
Q2 		$1.47M Buy
25,781
+1,765
+7% +$97.8K 0.16% 125
2025
Q1 		$1.37M Sell
24,016
-810
-3% -$47.2K 0.17% 123
2024
Q4 		$1.43M Buy
24,826
+5,792
+30% +$344K 0.17% 116
2024
Q3 		$1.13M Buy
19,034
+3,651
+24% +$210K 0.14% 149
2024
Q2 		$872K Buy
15,383
+435
+3% +$24.6K 0.11% 170
2024
Q1 		$865K Sell
14,948
-1,544
-9% -$87K 0.11% 180
2023
Q4 		$907K Buy
16,492
+12,562
+320% +$677K 0.13% 164
2023
Q3 		$211K Buy
3,930
+214
+6% +$11.8K 0.03% 449
2023
Q2 		$206K Buy
+3,716
New +$203K 0.03% 470

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

Wealth Alliance's JEPI Position: Q2 2026 in Review

Wealth Alliance increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.4% in Q2 2026, buying an estimated $120K and bringing the position to 27,341 shares worth $1.54M. The position accounts for 0.13% of the portfolio, ranked #144.

Wealth Alliance first reported a position in JEPI in Q2 2023 and has held it in 13 quarters since. 1,412 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Wealth Alliance held 27,341 shares of JPMorgan Equity Premium Income ETF worth $1.54M as of Q2 2026.
  • Wealth Alliance bought 2,128 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $120K.
  • JPMorgan Equity Premium Income ETF made up 0.13% of Wealth Alliance's portfolio in Q2 2026, its #144 holding.
  • Wealth Alliance first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,412 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.