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Wealthcare Advisory Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Wealthcare Advisory 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 		$13.6M Sell
240,849
-176,948
-42% -$9.99M 0.26% 78
2026
Q1 		$23.7M Buy
417,797
+133,961
+47% +$7.79M 0.46% 39
2025
Q4 		$16.2M Buy
283,836
+8,161
+3% +$466K 0.32% 65
2025
Q3 		$15.7M Sell
275,675
-6,984
-2% -$397K 0.33% 61
2025
Q2 		$16.1M Buy
282,659
+38,911
+16% +$2.16M 0.37% 55
2025
Q1 		$13.9M Buy
243,748
+9,310
+4% +$542K 0.37% 56
2024
Q4 		$13.5M Buy
234,438
+10,910
+5% +$648K 0.37% 53
2024
Q3 		$13.3M Sell
223,528
-36,656
-14% -$2.11M 0.38% 53
2024
Q2 		$14.7M Buy
260,184
+3,078
+1% +$174K 0.46% 44
2024
Q1 		$14.9M Sell
257,106
-12,088
-4% -$681K 0.49% 45
2023
Q4 		$14.8M Buy
269,194
+138,186
+105% +$7.45M 0.59% 42
2023
Q3 		$7.02M Buy
131,008
+11,674
+10% +$643K 0.32% 62
2023
Q2 		$6.6M Buy
119,334
+20,428
+21% +$1.12M 0.3% 68
2023
Q1 		$5.4M Buy
98,906
+63,853
+182% +$3.46M 0.23% 81
2022
Q4 		$1.91M Buy
+35,053
New +$1.9M 0.09% 167

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

Wealthcare Advisory Partners's JEPI Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 42% in Q2 2026, selling an estimated $9.99M and leaving 240,849 shares worth $13.6M. The position accounts for 0.26% of the portfolio, ranked #78.

Wealthcare Advisory Partners first reported a position in JEPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.7M in Q1 2026. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Wealthcare Advisory Partners held 240,849 shares of JPMorgan Equity Premium Income ETF worth $13.6M as of Q2 2026.
  • Wealthcare Advisory Partners sold 176,948 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $9.99M.
  • JPMorgan Equity Premium Income ETF made up 0.26% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #78 holding.
  • Wealthcare Advisory Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Wealthcare Advisory Partners's JPMorgan Equity Premium Income ETF position peaked at $23.7M in Q1 2026.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.