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

WealthSpring 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	$434K	Sell	7,676 -450	-6%	-$25.4K	0.37%	40
2026 Q1	$461K	Hold	8,126	–	–	0.42%	41
2025 Q4	$465K	Buy	+8,126	New	+$464K	0.48%	35
2023 Q3	$500K	Hold	9,344	–	–	0.37%	41
2023 Q2	$517K	Buy	9,344 +726	+8%	+$39.6K	0.37%	41
2023 Q1	$471K	Buy	8,618 +2,400	+39%	+$130K	0.36%	43
2022 Q4	$339K	Buy	+6,218	New	+$338K	0.26%	59

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

WealthSpring Partners's JEPI Position: Q2 2026 in Review

WealthSpring Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.5% in Q2 2026, selling an estimated $25.4K and leaving 7,676 shares worth $434K. The position accounts for 0.37% of the portfolio, ranked #40.

WealthSpring Partners first reported a position in JEPI in Q4 2022 and has held it in 7 quarters since. The position peaked at $517K in Q2 2023. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

WealthSpring Partners held 7,676 shares of JPMorgan Equity Premium Income ETF worth $434K as of Q2 2026.
WealthSpring Partners sold 450 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $25.4K.
JPMorgan Equity Premium Income ETF made up 0.37% of WealthSpring Partners's portfolio in Q2 2026, its #40 holding.
WealthSpring Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 7 quarters since.
WealthSpring Partners's JPMorgan Equity Premium Income ETF position peaked at $517K in Q2 2023.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.