Wealth Enhancement Advisory Services
JEPI icon

Wealth Enhancement Advisory Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$37.1M Buy
654,235
+30,285
+5% +$1.73M 0.06% 306
2026
Q2 		$35.4M Sell
623,950
-145,505
-19% -$8.22M 0.06% 283
2026
Q1 		$43.4M Sell
769,455
-604,371
-44% -$35.2M 0.09% 216
2025
Q4 		$79.6M Sell
1,373,826
-138,540
-9% -$7.91M 0.11% 183
2025
Q3 		$86M Sell
1,512,366
-15,551
-1% -$883K 0.13% 152
2025
Q2 		$87M Sell
1,527,917
-182,939
-11% -$10.1M 0.14% 142
2025
Q1 		$97.8M Buy
1,710,856
+130,869
+8% +$7.62M 0.19% 102
2024
Q4 		$90.9M Buy
1,579,987
+172,482
+12% +$10.2M 0.17% 120
2024
Q3 		$83.8M Sell
1,407,505
-228,619
-14% -$13.2M 0.18% 116
2024
Q2 		$92.7M Buy
1,636,124
+131,938
+9% +$7.46M 0.22% 94
2024
Q1 		$87M Buy
1,504,186
+82,660
+6% +$4.66M 0.23% 96
2023
Q4 		$78.2M Buy
1,421,526
+838,342
+144% +$45.2M 0.23% 97
2023
Q3 		$31.2M Buy
+583,184
New +$32.1M 0.1% 202
2023
Q2 		– Sell
-7,875
Closed -$430K – 544
2023
Q1 		$430K Buy
+7,875
New +$427K 0.01% 400

Other funds holding JEPI

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FF
Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
SCA
St. Clair Advisors Mayfield Hts, Ohio $402M AUM 15.89% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

Wealth Enhancement Advisory Services's JEPI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.9% in Q3 2026, buying an estimated $1.73M and bringing the position to 654,235 shares worth $37.1M. The position accounts for 0.06% of the portfolio, ranked #306.

Wealth Enhancement Advisory Services first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. The position peaked at $97.8M in Q1 2025. 131 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 654,235 shares of JPMorgan Equity Premium Income ETF worth $37.1M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 30,285 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $1.73M.
  • JPMorgan Equity Premium Income ETF made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #306 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's JPMorgan Equity Premium Income ETF position peaked at $97.8M in Q1 2025.
  • 131 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.