WMA
JEPI icon

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

West Michigan 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 		$725K Sell
12,844
-19,702
-61% -$1.11M 0.14% 149
2026
Q1 		$1.84M Sell
32,546
-25,960
-44% -$1.51M 0.41% 70
2025
Q4 		$3.37M Buy
58,506
+1,428
+3% +$81.5K 0.77% 31
2025
Q3 		$3.26M Sell
57,078
-5,234
-8% -$297K 0.78% 24
2025
Q2 		$3.54M Buy
62,312
+1,629
+3% +$90.2K 1% 26
2025
Q1 		$3.47M Buy
60,683
+2,280
+4% +$133K 1.15% 23
2024
Q4 		$3.38M Sell
58,403
-138
-0.2% -$8.19K 1.02% 28
2024
Q3 		$3.48M Buy
58,541
+715
+1% +$41.1K 1.05% 27
2024
Q2 		$3.28M Buy
57,826
+3,639
+7% +$206K 1.04% 26
2024
Q1 		$3.14M Buy
54,187
+5,848
+12% +$329K 1.02% 24
2023
Q4 		$2.66M Sell
48,339
-27,205
-36% -$1.47M 1.01% 23
2023
Q3 		$4.05M Buy
75,544
+3,816
+5% +$210K 2.16% 11
2023
Q2 		$3.97M Sell
71,728
-29,373
-29% -$1.6M 1.59% 13
2023
Q1 		$5.52M Buy
101,101
+4,945
+5% +$268K 3.13% 7
2022
Q4 		$5.24M Buy
96,156
+89,741
+1,399% +$4.87M 3.81% 6
2022
Q3 		$329K Buy
6,415
+2,475
+63% +$138K 0.29% 70
2022
Q2 		$218K Buy
3,940
+102
+3% +$5.9K 0.19% 99
2022
Q1 		$236K Buy
3,838
+479
+14% +$29K 0.16% 108
2021
Q4 		$212K Buy
+3,359
New +$207K 0.16% 114

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

West Michigan Advisors's JEPI Position: Q2 2026 in Review

West Michigan Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 61% in Q2 2026, selling an estimated $1.11M and leaving 12,844 shares worth $725K. The position accounts for 0.14% of the portfolio, ranked #149.

West Michigan Advisors first reported a position in JEPI in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.52M in Q1 2023. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • West Michigan Advisors held 12,844 shares of JPMorgan Equity Premium Income ETF worth $725K as of Q2 2026.
  • West Michigan Advisors sold 19,702 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.11M.
  • JPMorgan Equity Premium Income ETF made up 0.14% of West Michigan Advisors's portfolio in Q2 2026, its #149 holding.
  • West Michigan Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's JPMorgan Equity Premium Income ETF position peaked at $5.52M in Q1 2023.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.