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

Whipplewood 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	$2.18M	Sell	38,554 -489	-1%	-$27.6K	1.47%	17
2026 Q1	$2.21M	Sell	39,043 -4,692	-11%	-$273K	1.15%	20
2025 Q4	$2.5M	Sell	43,735 -23,934	-35%	-$1.37M	1.61%	15
2025 Q3	$3.86M	Buy	67,669 +798	+1%	+$45.3K	2.54%	5
2025 Q2	$3.8M	Buy	66,871 +43,905	+191%	+$2.43M	2.09%	5
2025 Q1	$3.62M	Sell	22,966 -15,030	-40%	-$876K	2.14%	4
2024 Q4	$2.19M	Buy	+37,996	New	+$2.26M	1.24%	17

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

Whipplewood Advisors's JEPI Position: Q2 2026 in Review

Whipplewood Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.3% in Q2 2026, selling an estimated $27.6K and leaving 38,554 shares worth $2.18M. The position accounts for 1.47% of the portfolio, ranked #17.

Whipplewood Advisors first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.86M in Q3 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Whipplewood Advisors held 38,554 shares of JPMorgan Equity Premium Income ETF worth $2.18M as of Q2 2026.
Whipplewood Advisors sold 489 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $27.6K.
JPMorgan Equity Premium Income ETF made up 1.47% of Whipplewood Advisors's portfolio in Q2 2026, its #17 holding.
Whipplewood Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's JPMorgan Equity Premium Income ETF position peaked at $3.86M in Q3 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.