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Winebrenner Capital Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Winebrenner Capital 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 		$1.08M Buy
19,182
+297
+2% +$16.8K 0.66% 42
2026
Q1 		$1.07M Buy
18,885
+672
+4% +$39.1K 0.69% 42
2025
Q4 		$1.04M Sell
18,213
-4,804
-21% -$274K 0.69% 43
2025
Q3 		$1.31M Sell
23,017
-1,521
-6% -$86.4K 0.94% 31
2025
Q2 		$1.4M Sell
24,538
-1,415
-5% -$78.4K 1.13% 24
2025
Q1 		$1.48M Sell
25,953
-3,338
-11% -$194K 1.34% 19
2024
Q4 		$1.69M Buy
+29,291
New +$1.74M 1.3% 20

Other funds holding JEPI

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Winebrenner Capital Management's JEPI Position: Q2 2026 in Review

Winebrenner Capital Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.6% in Q2 2026, buying an estimated $16.8K and bringing the position to 19,182 shares worth $1.08M. The position accounts for 0.66% of the portfolio, ranked #42.

Winebrenner Capital Management first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q4 2024. 256 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Winebrenner Capital Management held 19,182 shares of JPMorgan Equity Premium Income ETF worth $1.08M as of Q2 2026.
  • Winebrenner Capital Management bought 297 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $16.8K.
  • JPMorgan Equity Premium Income ETF made up 0.66% of Winebrenner Capital Management's portfolio in Q2 2026, its #42 holding.
  • Winebrenner Capital Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Winebrenner Capital Management's JPMorgan Equity Premium Income ETF position peaked at $1.69M in Q4 2024.
  • 256 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.