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

Wetzel Investment 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 		$411K Sell
7,275
-242
-3% -$13.7K 0.14% 82
2026
Q1 		$426K Buy
7,517
+2,886
+62% +$168K 0.17% 80
2025
Q4 		$267K Buy
4,631
+1,040
+29% +$59.4K 0.11% 109
2025
Q3 		$205K Buy
+3,591
New +$204K 0.09% 127

Other funds holding JEPI

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
Commonwealth Equity Services
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Wetzel Investment Advisors's JEPI Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.2% in Q2 2026, selling an estimated $13.7K and leaving 7,275 shares worth $411K. The position accounts for 0.14% of the portfolio, ranked #82.

Wetzel Investment Advisors first reported a position in JEPI in Q3 2025 and has held it in 4 quarters since. The position peaked at $426K in Q1 2026. 1,018 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Wetzel Investment Advisors held 7,275 shares of JPMorgan Equity Premium Income ETF worth $411K as of Q2 2026.
  • Wetzel Investment Advisors sold 242 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $13.7K.
  • JPMorgan Equity Premium Income ETF made up 0.14% of Wetzel Investment Advisors's portfolio in Q2 2026, its #82 holding.
  • Wetzel Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Wetzel Investment Advisors's JPMorgan Equity Premium Income ETF position peaked at $426K in Q1 2026.
  • 1,018 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.