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

Wealthcare Capital 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	$1.12M	Sell	19,763 -26,697	-57%	-$1.51M	0.46%	47
2026 Q1	$2.63M	Buy	46,460 +2,012	+5%	+$117K	1.23%	14
2025 Q4	$2.54M	Buy	44,448 +3,608	+9%	+$206K	1.19%	14
2025 Q3	$2.33M	Buy	40,840 +8,653	+27%	+$491K	1.07%	19
2025 Q2	$1.83M	Buy	32,187 +358	+1%	+$19.8K	0.92%	21
2025 Q1	$1.82M	Sell	31,829 -2,930	-8%	-$171K	0.94%	20
2024 Q4	$2M	Buy	+34,759	New	+$2.06M	1.04%	21

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 22.96% 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 Partners's JEPI Position: Q2 2026 in Review

Wealthcare Capital Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 57% in Q2 2026, selling an estimated $1.51M and leaving 19,763 shares worth $1.12M. The position accounts for 0.46% of the portfolio, ranked #47.

Wealthcare Capital Partners first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.63M in Q1 2026. 1,411 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Wealthcare Capital Partners held 19,763 shares of JPMorgan Equity Premium Income ETF worth $1.12M as of Q2 2026.
Wealthcare Capital Partners sold 26,697 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.51M.
JPMorgan Equity Premium Income ETF made up 0.46% of Wealthcare Capital Partners's portfolio in Q2 2026, its #47 holding.
Wealthcare Capital Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's JPMorgan Equity Premium Income ETF position peaked at $2.63M in Q1 2026.
1,411 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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