Welch Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Welch Group’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	$261K	Buy	4,615 +150	+3%	+$8.47K	0.01%	270
2026 Q1	$253K	Buy	4,465 +11	+0.2%	+$640	0.01%	257
2025 Q4	$255K	Buy	4,454 +11	+0.2%	+$628	0.01%	261
2025 Q3	$254K	Buy	4,443 +11	+0.2%	+$625	0.01%	253
2025 Q2	$252K	Buy	4,432 +13	+0.3%	+$720	0.01%	227
2025 Q1	$250K	Sell	4,419 -3,077	-41%	-$179K	0.01%	220
2024 Q4	$434K	Buy	+7,496	New	+$445K	0.02%	164

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 $43.3B AUM 29.3% 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

Welch Group's JEPI Position: Q2 2026 in Review

Welch Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.4% in Q2 2026, buying an estimated $8.47K and bringing the position to 4,615 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #270.

Welch Group first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $434K in Q4 2024. 652 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Welch Group held 4,615 shares of JPMorgan Equity Premium Income ETF worth $261K as of Q2 2026.
Welch Group bought 150 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $8.47K.
JPMorgan Equity Premium Income ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #270 holding.
Welch Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Welch Group's JPMorgan Equity Premium Income ETF position peaked at $434K in Q4 2024.
652 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.