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

West Wealth 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 Q1	$223K	Sell	3,926 -211	-5%	-$12.3K	0.04%	124
2025 Q4	$237K	Sell	4,137 -813	-16%	-$46.4K	0.05%	114
2025 Q3	$282K	Buy	4,950 +1,307	+36%	+$74.2K	0.06%	97
2025 Q2	$204K	Sell	3,643 -2,971	-45%	-$165K	0.05%	108
2025 Q1	$376K	Buy	6,614 +663	+11%	+$38.6K	0.11%	63
2024 Q4	$342K	Sell	5,951 -62	-1%	-$3.68K	0.1%	64
2024 Q3	$358K	Sell	6,013 -213	-3%	-$12.3K	0.12%	57
2024 Q2	$353K	Sell	6,226 -1,064	-15%	-$60.2K	0.12%	60
2024 Q1	$422K	Buy	+7,290	New	+$411K	0.16%	50

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

West Wealth Group's JEPI Position: Q1 2026 in Review

West Wealth Group reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.1% in Q1 2026, selling an estimated $12.3K and leaving 3,926 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #124.

West Wealth Group first reported a position in JEPI in Q1 2024 and has held it in 9 quarters since. The position peaked at $422K in Q1 2024. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

West Wealth Group held 3,926 shares of JPMorgan Equity Premium Income ETF worth $223K as of Q1 2026.
West Wealth Group sold 211 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $12.3K.
JPMorgan Equity Premium Income ETF made up 0.04% of West Wealth Group's portfolio in Q1 2026, its #124 holding.
West Wealth Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
West Wealth Group's JPMorgan Equity Premium Income ETF position peaked at $422K in Q1 2024.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.