Winch Advisory Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Winch Advisory Services’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	$438K	Sell	7,761 -245	-3%	-$13.8K	0.09%	80
2026 Q1	$454K	Buy	8,006 +1,084	+16%	+$63.1K	0.1%	79
2025 Q4	$396K	Hold	6,922	–	–	0.09%	79
2025 Q3	$395K	Buy	6,922 +1,322	+24%	+$75.1K	0.09%	81
2025 Q2	$318K	Sell	5,600 -11	-0.2%	-$609	0.08%	81
2025 Q1	$321K	Hold	5,611	–	–	0.08%	80
2024 Q4	$323K	Buy	5,611 +165	+3%	+$9.8K	0.08%	76
2024 Q3	$324K	Buy	5,446 +126	+2%	+$7.25K	0.09%	74
2024 Q2	$302K	Buy	5,320 +2,964	+126%	+$168K	0.09%	73
2024 Q1	$136K	Buy	2,356 +1,130	+92%	+$63.7K	0.04%	98
2023 Q4	$67.4K	Buy	+1,226	New	+$66.1K	0.02%	123
2021 Q4	–	Sell	-69	Closed	-$4K	–	489
2021 Q3	$4K	Buy	+69	New	+$4.25K	﹤0.01%	352

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

Winch Advisory Services's JEPI Position: Q2 2026 in Review

Winch Advisory Services reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.1% in Q2 2026, selling an estimated $13.8K and leaving 7,761 shares worth $438K. The position accounts for 0.09% of the portfolio, ranked #80.

Winch Advisory Services first reported a position in JEPI in Q3 2021 and has held it in 12 quarters since. The position peaked at $454K in Q1 2026. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Winch Advisory Services held 7,761 shares of JPMorgan Equity Premium Income ETF worth $438K as of Q2 2026.
Winch Advisory Services sold 245 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $13.8K.
JPMorgan Equity Premium Income ETF made up 0.09% of Winch Advisory Services's portfolio in Q2 2026, its #80 holding.
Winch Advisory Services first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 12 quarters since.
Winch Advisory Services's JPMorgan Equity Premium Income ETF position peaked at $454K in Q1 2026.
1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.