Wealthfront Advisers
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Wealthfront Advisers’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Wealthfront Advisers’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 		$21.2M Buy
375,490
+108,069
+40% +$6.1M 0.04% 151
2026
Q1 		$15.2M Buy
267,421
+63,131
+31% +$3.67M 0.03% 184
2025
Q4 		$11.7M Buy
204,290
+5,823
+3% +$332K 0.03% 226
2025
Q3 		$11.3M Buy
198,467
+19,133
+11% +$1.09M 0.03% 218
2025
Q2 		$10.2M Buy
179,334
+9,096
+5% +$504K 0.03% 219
2025
Q1 		$9.73M Sell
170,238
-2,891
-2% -$168K 0.03% 210
2024
Q4 		$9.96M Buy
173,129
+24,861
+17% +$1.48M 0.03% 186
2024
Q3 		$8.82M Sell
148,268
-1,203
-0.8% -$69.2K 0.03% 187
2024
Q2 		$8.47M Sell
149,471
-7,563
-5% -$428K 0.03% 172
2024
Q1 		$9.09M Buy
157,034
+14,203
+10% +$800K 0.03% 156
2023
Q4 		$7.85M Sell
142,831
-27,817
-16% -$1.5M 0.03% 159
2023
Q3 		$9.14M Buy
170,648
+31,157
+22% +$1.72M 0.04% 131
2023
Q2 		$7.72M Buy
139,491
+46,858
+51% +$2.56M 0.03% 155
2023
Q1 		$5.06M Buy
92,633
+42,974
+87% +$2.33M 0.02% 203
2022
Q4 		$2.71M Buy
49,659
+10,940
+28% +$594K 0.01% 320
2022
Q3 		$1.98M Buy
38,719
+9,588
+33% +$534K 0.01% 372
2022
Q2 		$1.61M Buy
29,131
+23,774
+444% +$1.38M 0.01% 417
2022
Q1 		$329K Buy
+5,357
New +$324K ﹤0.01% 695

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 22.9% 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

Wealthfront Advisers's JEPI Position: Q2 2026 in Review

Wealthfront Advisers increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 40% in Q2 2026, buying an estimated $6.1M and bringing the position to 375,490 shares worth $21.2M. The position accounts for 0.04% of the portfolio, ranked #151.

Wealthfront Advisers first reported a position in JEPI in Q1 2022 and has held it in 18 quarters since. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Wealthfront Advisers held 375,490 shares of JPMorgan Equity Premium Income ETF worth $21.2M as of Q2 2026.
  • Wealthfront Advisers bought 108,069 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $6.1M.
  • JPMorgan Equity Premium Income ETF made up 0.04% of Wealthfront Advisers's portfolio in Q2 2026, its #151 holding.
  • Wealthfront Advisers first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.