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

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

CWS

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

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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. 734 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.
734 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.