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

Wealth Dimensions Group’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 		$1.25M Buy
22,074
+183
+0.8% +$10.3K 0.22% 56
2026
Q1 		$1.24M Sell
21,891
-1,307
-6% -$76K 0.24% 49
2025
Q4 		$1.33M Sell
23,198
-2,327
-9% -$133K 0.26% 49
2025
Q3 		$1.46M Buy
25,525
+117
+0.5% +$6.64K 0.3% 44
2025
Q2 		$1.44M Sell
25,408
-8
-0% -$443 0.32% 42
2025
Q1 		$1.45M Buy
25,416
+1,135
+5% +$66.1K 0.35% 40
2024
Q4 		$1.4M Sell
24,281
-7
-0% -$416 0.34% 40
2024
Q3 		$1.45M Buy
24,288
+504
+2% +$29K 0.37% 36
2024
Q2 		$1.35M Sell
23,784
-477
-2% -$27K 0.38% 36
2024
Q1 		$1.4M Sell
24,261
-268
-1% -$15.1K 0.41% 35
2023
Q4 		$1.35M Sell
24,529
-59
-0.2% -$3.18K 0.43% 36
2023
Q3 		$1.32M Buy
24,588
+579
+2% +$31.9K 0.48% 35
2023
Q2 		$1.33M Buy
24,009
+213
+0.9% +$11.6K 0.48% 35
2023
Q1 		$1.3M Buy
23,796
+768
+3% +$41.7K 0.5% 32
2022
Q4 		$1.25M Sell
23,028
-443
-2% -$24.1K 0.51% 34
2022
Q3 		$1.2M Buy
23,471
+1,654
+8% +$92K 0.59% 27
2022
Q2 		$1.21M Buy
21,817
+4,092
+23% +$237K 0.57% 30
2022
Q1 		$1.09M Buy
17,725
+3,402
+24% +$206K 0.5% 32
2021
Q4 		$905K Buy
14,323
+4,290
+43% +$264K 0.44% 35
2021
Q3 		$598K Buy
+10,033
New +$617K 0.38% 53

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 Dimensions Group's JEPI Position: Q2 2026 in Review

Wealth Dimensions Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.84% in Q2 2026, buying an estimated $10.3K and bringing the position to 22,074 shares worth $1.25M. The position accounts for 0.22% of the portfolio, ranked #56.

Wealth Dimensions Group first reported a position in JEPI in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.46M in Q3 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Wealth Dimensions Group held 22,074 shares of JPMorgan Equity Premium Income ETF worth $1.25M as of Q2 2026.
  • Wealth Dimensions Group bought 183 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $10.3K.
  • JPMorgan Equity Premium Income ETF made up 0.22% of Wealth Dimensions Group's portfolio in Q2 2026, its #56 holding.
  • Wealth Dimensions Group first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 20 quarters since.
  • Wealth Dimensions Group's JPMorgan Equity Premium Income ETF position peaked at $1.46M in Q3 2025.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.