White Knight Strategic Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

White Knight Strategic Wealth 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	$771K	Sell	13,643 -2,287	-14%	-$129K	0.54%	39
2026 Q1	$903K	Sell	15,930 -3,881	-20%	-$226K	0.76%	32
2025 Q4	$1.13M	Buy	19,811 +2,410	+14%	+$138K	0.83%	29
2025 Q3	$994K	Sell	17,401 -1,522	-8%	-$86.4K	0.78%	29
2025 Q2	$1.08M	Buy	18,923 +2,517	+15%	+$139K	0.92%	27
2025 Q1	$937K	Sell	16,406 -3,754	-19%	-$219K	0.86%	29
2024 Q4	$1.16M	Buy	+20,160	New	+$1.2M	0.49%	42

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 22.9% 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

White Knight Strategic Wealth Advisors's JEPI Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 14% in Q2 2026, selling an estimated $129K and leaving 13,643 shares worth $771K. The position accounts for 0.54% of the portfolio, ranked #39.

White Knight Strategic Wealth Advisors first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q4 2024. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

White Knight Strategic Wealth Advisors held 13,643 shares of JPMorgan Equity Premium Income ETF worth $771K as of Q2 2026.
White Knight Strategic Wealth Advisors sold 2,287 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $129K.
JPMorgan Equity Premium Income ETF made up 0.54% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #39 holding.
White Knight Strategic Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
White Knight Strategic Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $1.16M in Q4 2024.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.