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 Q2	$5.23M	Sell	92,680 -3,998	-4%	-$226K	0.17%	123
2026 Q1	$5.48M	Buy	+96,678	New	+$5.62M	0.21%	96
2025 Q1	–	Sell	-92,435	Closed	-$5.32M	–	723
2024 Q4	$5.32M	Sell	92,435 -1,007	-1%	-$59.8K	0.28%	68
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Western Wealth Management's JEPI Position: Q2 2026 in Review

Western Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.1% in Q2 2026, selling an estimated $226K and leaving 92,680 shares worth $5.23M. The position accounts for 0.17% of the portfolio, ranked #123.

Western Wealth Management first reported a position in JEPI in Q4 2022 and has held it in 9 quarters since. The position peaked at $5.56M in Q3 2024. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Western Wealth Management held 92,680 shares of JPMorgan Equity Premium Income ETF worth $5.23M as of Q2 2026.
Western Wealth Management sold 3,998 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $226K.
JPMorgan Equity Premium Income ETF made up 0.17% of Western Wealth Management's portfolio in Q2 2026, its #123 holding.
Western Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 9 quarters since.
Western Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $5.56M in Q3 2024.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.