Archford Capital Strategies’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Archford Capital 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
2026 Q2	$439K	Buy	7,766 +605	+8%	+$34.2K	0.04%	265
2026 Q1	$406K	Sell	7,161 -47,179	-87%	-$2.74M	0.05%	252
2025 Q4	$3.11M	Buy	54,340 +1,659	+3%	+$94.7K	0.36%	64
2025 Q3	$3.01M	Buy	52,681 +3,427	+7%	+$195K	0.36%	64
2025 Q2	$2.8M	Buy	49,254 +2,800	+6%	+$155K	0.36%	68
2025 Q1	$2.65M	Buy	46,454 +37,177	+401%	+$2.17M	0.39%	69
2024 Q4	$534K	Buy	9,277 +4,842	+109%	+$288K	0.08%	175
2024 Q3	$265K	Sell	4,435 -709	-14%	-$40.8K	0.04%	227
2024 Q2	$292K	Buy	5,144 +3	+0.1%	+$170	0.05%	218
2024 Q1	$297K	Buy	+5,141	New	+$290K	0.05%	219
2023 Q3	–	Sell	-41,177	Closed	-$2.3M	–	276
2023 Q2	$2.3M	Buy	41,177 +1,111	+3%	+$60.7K	0.44%	57
2023 Q1	$2.18M	Buy	40,066 +9,618	+32%	+$522K	0.45%	48
2022 Q4	$1.66M	Buy	+30,448	New	+$1.65M	0.38%	67

Other funds holding JEPI

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Archford Capital Strategies's JEPI Position: Q2 2026 in Review

Archford Capital Strategies increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.4% in Q2 2026, buying an estimated $34.2K and bringing the position to 7,766 shares worth $439K. The position accounts for 0.04% of the portfolio, ranked #265.

Archford Capital Strategies first reported a position in JEPI in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.11M in Q4 2025. 611 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Archford Capital Strategies held 7,766 shares of JPMorgan Equity Premium Income ETF worth $439K as of Q2 2026.
Archford Capital Strategies bought 605 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $34.2K.
JPMorgan Equity Premium Income ETF made up 0.04% of Archford Capital Strategies's portfolio in Q2 2026, its #265 holding.
Archford Capital Strategies first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 13 quarters since.
Archford Capital Strategies's JPMorgan Equity Premium Income ETF position peaked at $3.11M in Q4 2025.
611 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.