Seven Hills Financial, LLC’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Seven Hills Financial, LLC’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 Q3	$549K	Buy	+9,774	New	+$558K	0.33%	46

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Wealth Enhancement Advisory Services

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Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Seven Hills Financial, LLC's JEPI Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 9,774 shares worth $549K. The stake represents 0.33% of the portfolio and ranks #46 among its holdings.

115 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Seven Hills Financial, LLC held 9,774 shares of JPMorgan Equity Premium Income ETF worth $549K as of Q3 2026.
JPMorgan Equity Premium Income ETF was a new Seven Hills Financial, LLC position in Q3 2026.
JPMorgan Equity Premium Income ETF made up 0.33% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #46 holding.
115 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.