Wealthspire Advisors (New York)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Wealthspire Advisors (New York)’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	$4.65M	Buy	82,291 +14,660	+22%	+$828K	0.03%	274
2026 Q1	$3.83M	Buy	67,631 +41,148	+155%	+$2.39M	0.03%	189
2025 Q4	$1.52M	Sell	26,483 -5,749	-18%	-$328K	0.01%	347
2025 Q3	$1.84M	Buy	32,232 +31	+0.1%	+$1.76K	0.01%	287
2025 Q2	$1.83M	Buy	32,201 +24,928	+343%	+$1.38M	0.01%	290
2025 Q1	$416K	Sell	7,273 -100	-1%	-$5.83K	﹤0.01%	564
2024 Q4	$424K	Buy	+7,373	New	+$438K	﹤0.01%	558
2024 Q3	–	Sell	-32,689	Closed	-$1.85M	–	764
2024 Q2	$1.85M	Buy	+32,689	New	+$1.85M	0.02%	215
2023 Q4	–	Sell	-4,344	Closed	-$233K	–	653
2023 Q3	$233K	Buy	+4,344	New	+$239K	﹤0.01%	533

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

Wealthspire Advisors (New York)'s JEPI Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 22% in Q2 2026, buying an estimated $828K and bringing the position to 82,291 shares worth $4.65M. The position accounts for 0.03% of the portfolio, ranked #274.

Wealthspire Advisors (New York) first reported a position in JEPI in Q3 2023 and has held it in 9 quarters since. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Wealthspire Advisors (New York) held 82,291 shares of JPMorgan Equity Premium Income ETF worth $4.65M as of Q2 2026.
Wealthspire Advisors (New York) bought 14,660 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $828K.
JPMorgan Equity Premium Income ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #274 holding.
Wealthspire Advisors (New York) first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 9 quarters since.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.