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
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

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 Enhancement Advisory Services's JEPI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 19% in Q2 2026, selling an estimated $8.22M and leaving 623,950 shares worth $35.4M. The position accounts for 0.06% of the portfolio, ranked #283.

Wealth Enhancement Advisory Services first reported a position in JEPI in Q1 2023 and has held it in 13 quarters since. The position peaked at $97.8M in Q1 2025. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 623,950 shares of JPMorgan Equity Premium Income ETF worth $35.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 145,505 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $8.22M.
  • JPMorgan Equity Premium Income ETF made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #283 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's JPMorgan Equity Premium Income ETF position peaked at $97.8M in Q1 2025.
  • 1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.