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

Wealth Enhancement Trust 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	$221K	Buy	+3,918	New	+$221K	0.02%	279

Other funds holding JEPI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealth Enhancement Trust Services's JEPI Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 3,918 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #279 among its holdings.

1,180 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Wealth Enhancement Trust Services held 3,918 shares of JPMorgan Equity Premium Income ETF worth $221K as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Wealth Enhancement Trust Services position in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #279 holding.
1,180 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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