Yarger Wealth Strategies’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Yarger Wealth Strategies’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
2025 Q2	–	Sell	-8,437	Closed	-$482K	–	113
2025 Q1	$482K	Buy	+8,437	New	+$492K	0.28%	55
2024 Q4	–	Sell	-3,439	Closed	-$205K	–	96
2024 Q3	$205K	Sell	3,439 -176	-5%	-$10.1K	0.11%	93
2024 Q2	$205K	Buy	+3,615	New	+$204K	0.12%	82

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Yarger Wealth Strategies's JEPI Position: Q2 2025 in Review

Yarger Wealth Strategies sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2025, closing a stake of 8,437 shares — an estimated $482K sold.

Yarger Wealth Strategies first reported a position in JEPI in Q2 2024 and held it in 3 quarters. The position peaked at $482K in Q1 2025. 1,283 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

Yarger Wealth Strategies reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
Yarger Wealth Strategies sold 8,437 JPMorgan Equity Premium Income ETF shares in Q2 2025, an estimated $482K.
Yarger Wealth Strategies first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and held it in 3 quarters.
Yarger Wealth Strategies's JPMorgan Equity Premium Income ETF position peaked at $482K in Q1 2025.
1,283 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Yarger Wealth Strategies's 13F filing for Q2 2025, filed 25 Jul 2025.