WESPAC Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

WESPAC Advisors’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	Sell	4,618 -291	-6%	-$16.4K	0.13%	160
2026 Q1	$278K	Sell	4,909 -18	-0.4%	-$1.05K	0.15%	139
2025 Q4	$282K	Sell	4,927 -43	-0.9%	-$2.46K	0.15%	139
2025 Q3	$284K	Buy	+4,970	New	+$282K	0.17%	149
2024 Q2	–	Sell	-7,544	Closed	-$436K	–	171
2024 Q1	$436K	Sell	7,544 -389	-5%	-$21.9K	0.25%	115
2023 Q4	$436K	Hold	7,933	–	–	0.3%	102
2023 Q3	$425K	Hold	7,933	–	–	0.32%	94
2023 Q2	$439K	Sell	7,933 -172	-2%	-$9.39K	0.35%	84
2023 Q1	$443K	Buy	+8,105	New	+$440K	0.42%	70
2022 Q3	–	Sell	-9,786	Closed	-$543K	–	93
2022 Q2	$543K	Buy	9,786 +203	+2%	+$11.7K	0.41%	55
2022 Q1	$588K	Buy	9,583 +485	+5%	+$29.4K	0.64%	65
2021 Q4	$575K	Buy	+9,098	New	+$560K	0.38%	92

Other funds holding JEPI

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

WESPAC Advisors's JEPI Position: Q2 2026 in Review

WESPAC Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.9% in Q2 2026, selling an estimated $16.4K and leaving 4,618 shares worth $261K. The position accounts for 0.13% of the portfolio, ranked #160.

WESPAC Advisors first reported a position in JEPI in Q4 2021 and has held it in 12 quarters since. The position peaked at $588K in Q1 2022. 1,077 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

WESPAC Advisors held 4,618 shares of JPMorgan Equity Premium Income ETF worth $261K as of Q2 2026.
WESPAC Advisors sold 291 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $16.4K.
JPMorgan Equity Premium Income ETF made up 0.13% of WESPAC Advisors's portfolio in Q2 2026, its #160 holding.
WESPAC Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 12 quarters since.
WESPAC Advisors's JPMorgan Equity Premium Income ETF position peaked at $588K in Q1 2022.
1,077 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.