American Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

American Financial 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	$449K	Sell	7,954 -1,152	-13%	-$65.1K	0.05%	102
2026 Q1	$516K	Buy	9,106 +787	+9%	+$45.8K	0.07%	85
2025 Q4	$476K	Sell	8,319 -46	-0.5%	-$2.63K	0.06%	94
2025 Q3	$478K	Sell	8,365 -513	-6%	-$29.1K	0.06%	98
2025 Q2	$505K	Sell	8,878 -1,457	-14%	-$80.7K	0.07%	91
2025 Q1	$591K	Sell	10,335 -208	-2%	-$12.1K	0.09%	70
2024 Q4	$607K	Buy	10,543 +142	+1%	+$8.43K	0.09%	70
2024 Q3	$619K	Sell	10,401 -1,455	-12%	-$83.7K	0.08%	70
2024 Q2	$672K	Sell	11,856 -582	-5%	-$32.9K	0.1%	71
2024 Q1	$720K	Buy	12,438 +2,219	+22%	+$125K	0.1%	72
2023 Q4	$562K	Buy	10,219 +6,071	+146%	+$327K	0.08%	75
2023 Q3	$222K	Buy	+4,148	New	+$229K	0.04%	123

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

American Financial Advisors's JEPI Position: Q2 2026 in Review

American Financial Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 13% in Q2 2026, selling an estimated $65.1K and leaving 7,954 shares worth $449K. The position accounts for 0.05% of the portfolio, ranked #102.

American Financial Advisors first reported a position in JEPI in Q3 2023 and has held it in 12 quarters since. The position peaked at $720K in Q1 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

American Financial Advisors held 7,954 shares of JPMorgan Equity Premium Income ETF worth $449K as of Q2 2026.
American Financial Advisors sold 1,152 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $65.1K.
JPMorgan Equity Premium Income ETF made up 0.05% of American Financial Advisors's portfolio in Q2 2026, its #102 holding.
American Financial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
American Financial Advisors's JPMorgan Equity Premium Income ETF position peaked at $720K in Q1 2024.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.