Western Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Western Wealth Management’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	$5.48M	Buy	+96,678	New	+$5.62M	0.21%	96
2024 Q4	–	Sell	-93,442	Closed	-$5.56M	–	708
2024 Q3	$5.56M	Buy	+93,442	New	+$5.38M	0.32%	64
2024 Q1	–	Sell	-85,369	Closed	-$4.69M	–	681
2023 Q4	$4.69M	Buy	85,369 +15,233	+22%	+$821K	0.34%	59
2023 Q3	$3.76M	Buy	70,136 +9,906	+16%	+$546K	0.32%	69
2023 Q2	$3.33M	Buy	60,230 +21,810	+57%	+$1.19M	0.28%	74
2023 Q1	$2.1M	Buy	38,420 +32,680	+569%	+$1.77M	0.2%	120
2022 Q4	$313K	Buy	+5,740	New	+$312K	0.03%	453

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

Western Wealth Management's JEPI Position: Q1 2026 in Review

Western Wealth Management opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026: 96,678 shares worth $5.48M. The stake represents 0.21% of the portfolio and ranks #96 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in JEPI as recently as Q3 2024.

Western Wealth Management first reported a position in JEPI in Q4 2022 and has held it in 7 quarters since. The position peaked at $5.56M in Q3 2024. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Western Wealth Management held 96,678 shares of JPMorgan Equity Premium Income ETF worth $5.48M as of Q1 2026.
JPMorgan Equity Premium Income ETF was a new Western Wealth Management position in Q1 2026.
JPMorgan Equity Premium Income ETF made up 0.21% of Western Wealth Management's portfolio in Q1 2026, its #96 holding.
Western Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 7 quarters since.
Western Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $5.56M in Q3 2024.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.