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

WealthShield 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	–	Sell	-1,359	Closed	-$77K	–	504
2026 Q1	$77K	Buy	1,359 +1,092	+409%	+$63.5K	0.01%	423
2025 Q4	$15.3K	Sell	267 -49	-16%	-$2.8K	﹤0.01%	495
2025 Q3	$18K	Hold	316	–	–	﹤0.01%	484
2025 Q2	$18K	Buy	316 +267	+545%	+$14.8K	﹤0.01%	476
2025 Q1	$2.8K	Sell	49 -348	-88%	-$20.3K	﹤0.01%	517
2024 Q4	$23K	Hold	397	–	–	﹤0.01%	415
2024 Q3	$23.6K	Hold	397	–	–	﹤0.01%	421
2024 Q2	$22.5K	Hold	397	–	–	﹤0.01%	396
2024 Q1	$23K	Sell	397 -131	-25%	-$7.38K	﹤0.01%	392
2023 Q4	$29.3K	Hold	528	–	–	﹤0.01%	390
2023 Q3	$28.3K	Hold	528	–	–	﹤0.01%	397
2023 Q2	$29.2K	Hold	528	–	–	﹤0.01%	405
2023 Q1	$28.8K	Buy	+528	New	+$28.6K	﹤0.01%	403

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

WealthShield Partners's JEPI Position: Q2 2026 in Review

WealthShield Partners sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 1,359 shares — an estimated $77K sold.

WealthShield Partners first reported a position in JEPI in Q1 2023 and held it in 13 quarters. The position peaked at $77K in Q1 2026. 1,422 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

WealthShield Partners reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 1,359 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $77K.
WealthShield Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and held it in 13 quarters.
WealthShield Partners's JPMorgan Equity Premium Income ETF position peaked at $77K in Q1 2026.
1,422 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.