Wealthcare Capital Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Wealthcare Capital Management’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	–	Sell	-7,302	Closed	-$414K	–	107
2026 Q1	$414K	Sell	7,302 -195	-3%	-$11.3K	0.04%	63
2025 Q4	$429K	Sell	7,497 -1,834	-20%	-$105K	0.04%	58
2025 Q3	$533K	Buy	9,331 +751	+9%	+$42.6K	0.05%	53
2025 Q2	$488K	Buy	8,580 +1,702	+25%	+$94.3K	0.05%	52
2025 Q1	$393K	Sell	6,878 -549	-7%	-$32K	0.04%	60
2024 Q4	$427K	Sell	7,427 -11,723	-61%	-$696K	0.04%	63
2024 Q3	$1.14M	Sell	19,150 -210	-1%	-$12.1K	0.11%	33
2024 Q2	$1.1M	Buy	19,360 +3,020	+18%	+$171K	0.12%	32
2024 Q1	$945K	Buy	16,340 +8,745	+115%	+$493K	0.11%	37
2023 Q4	$418K	Buy	+7,595	New	+$410K	0.05%	56

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealthcare Capital Management's JEPI Position: Q2 2026 in Review

Wealthcare Capital Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 7,302 shares — an estimated $414K sold.

Wealthcare Capital Management first reported a position in JEPI in Q4 2023 and held it in 10 quarters. The position peaked at $1.14M in Q3 2024. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Wealthcare Capital Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Wealthcare Capital Management sold 7,302 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $414K.
Wealthcare Capital Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and held it in 10 quarters.
Wealthcare Capital Management's JPMorgan Equity Premium Income ETF position peaked at $1.14M in Q3 2024.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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