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Wealth Management Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Wealth Management Partners’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 		$371K Sell
6,567
-729
-10% -$41.2K 0.09% 127
2026
Q1 		$414K Buy
7,296
+473
+7% +$27.5K 0.12% 116
2025
Q4 		$391K Buy
6,823
+572
+9% +$32.7K 0.11% 111
2025
Q3 		$357K Buy
6,251
+750
+14% +$42.6K 0.11% 111
2025
Q2 		$312K Buy
5,501
+20
+0.4% +$1.11K 0.11% 111
2025
Q1 		$313K Buy
5,481
+40
+0.7% +$2.33K 0.15% 94
2024
Q4 		$313K Buy
5,441
+6
+0.1% +$356 0.14% 98
2024
Q3 		$323K Buy
5,435
+5
+0.1% +$288 0.15% 89
2024
Q2 		$308K Sell
5,430
-4,205
-44% -$238K 0.15% 83
2024
Q1 		$557K Sell
9,635
-185
-2% -$10.4K 0.28% 67
2023
Q4 		$540K Buy
9,820
+195
+2% +$10.5K 0.3% 65
2023
Q3 		$516K Buy
9,625
+1,187
+14% +$65.4K 0.32% 63
2023
Q2 		$467K Sell
8,438
-32
-0.4% -$1.75K 0.29% 66
2023
Q1 		$462K Buy
8,470
+470
+6% +$25.5K 0.32% 65
2022
Q4 		$461K Sell
8,000
-1,000
-11% -$54.3K 0.38% 57
2022
Q3 		$445K Buy
9,000
+2,000
+29% +$111K 0.39% 57
2022
Q2 		$387K Buy
7,000
+1,000
+17% +$57.9K 0.34% 59
2022
Q1 		$377K Sell
6,000
-1,000
-14% -$60.5K 0.27% 70
2021
Q4 		$437K Buy
7,000
+1,405
+25% +$86.6K 0.3% 70
2021
Q3 		$334K Buy
+5,595
New +$344K 0.25% 81

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 Management Partners's JEPI Position: Q2 2026 in Review

Wealth Management Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 10% in Q2 2026, selling an estimated $41.2K and leaving 6,567 shares worth $371K. The position accounts for 0.09% of the portfolio, ranked #127.

Wealth Management Partners first reported a position in JEPI in Q3 2021 and has held it in 20 quarters since. The position peaked at $557K in Q1 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Wealth Management Partners held 6,567 shares of JPMorgan Equity Premium Income ETF worth $371K as of Q2 2026.
  • Wealth Management Partners sold 729 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $41.2K.
  • JPMorgan Equity Premium Income ETF made up 0.09% of Wealth Management Partners's portfolio in Q2 2026, its #127 holding.
  • Wealth Management Partners first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 20 quarters since.
  • Wealth Management Partners's JPMorgan Equity Premium Income ETF position peaked at $557K in Q1 2024.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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