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

Wealth Effects’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 		$1.92M Buy
33,943
+797
+2% +$45K 0.52% 40
2026
Q1 		$1.88M Buy
33,146
+1,540
+5% +$89.6K 0.67% 32
2025
Q4 		$1.81M Buy
31,606
+173
+0.6% +$9.88K 0.57% 31
2025
Q3 		$1.79M Buy
31,433
+4,922
+19% +$280K 0.58% 32
2025
Q2 		$1.51M Sell
26,511
-1,672
-6% -$92.6K 0.56% 35
2025
Q1 		$1.61M Sell
28,183
-13,490
-32% -$786K 0.68% 32
2024
Q4 		$2.4M Buy
41,673
+1,420
+4% +$84.3K 0.85% 22
2024
Q3 		$2.4M Buy
40,253
+2,187
+6% +$126K 0.84% 20
2024
Q2 		$2.16M Buy
38,066
+77
+0.2% +$4.36K 0.78% 23
2024
Q1 		$2.2M Sell
37,989
-423
-1% -$23.8K 0.81% 17
2023
Q4 		$2.11M Buy
38,412
+2,078
+6% +$112K 0.79% 19
2023
Q3 		$1.95M Buy
36,334
+3,172
+10% +$175K 0.96% 15
2023
Q2 		$1.83M Buy
33,162
+4,932
+17% +$269K 0.81% 21
2023
Q1 		$1.54M Buy
28,230
+9,418
+50% +$511K 0.79% 26
2022
Q4 		$1.03M Buy
18,812
+5,327
+40% +$289K 0.59% 39
2022
Q3 		$691K Buy
+13,485
New +$750K 0.42% 54

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 Effects's JEPI Position: Q2 2026 in Review

Wealth Effects increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.4% in Q2 2026, buying an estimated $45K and bringing the position to 33,943 shares worth $1.92M. The position accounts for 0.52% of the portfolio, ranked #40.

Wealth Effects first reported a position in JEPI in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.4M in Q4 2024. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Wealth Effects held 33,943 shares of JPMorgan Equity Premium Income ETF worth $1.92M as of Q2 2026.
  • Wealth Effects bought 797 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $45K.
  • JPMorgan Equity Premium Income ETF made up 0.52% of Wealth Effects's portfolio in Q2 2026, its #40 holding.
  • Wealth Effects first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Wealth Effects's JPMorgan Equity Premium Income ETF position peaked at $2.4M in Q4 2024.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.