Armstrong Advisory Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Armstrong Advisory Group’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	$4.29M	Buy	76,338 +803	+1%	+$45.8K	0.26%	36
2026 Q2	$4.27M	Buy	75,535 +28,517	+61%	+$1.61M	0.26%	39
2026 Q1	$2.66M	Sell	47,018 -2,897	-6%	-$169K	0.18%	50
2025 Q4	$2.86M	Buy	49,915 +7,224	+17%	+$412K	0.19%	48
2025 Q3	$2.44M	Buy	42,691 +1,103	+3%	+$62.6K	0.17%	48
2025 Q2	$2.36M	Buy	41,588 +5,334	+15%	+$295K	0.18%	46
2025 Q1	$2.09M	Hold	36,254	–	–	0.17%	40
2024 Q4	$2.09M	Buy	36,254 +2,622	+8%	+$156K	0.17%	40
2024 Q3	$2M	Buy	33,632 +1,480	+5%	+$85.1K	0.17%	42
2024 Q2	$1.82M	Buy	32,152 +11,529	+56%	+$652K	0.16%	41
2024 Q1	$1.13M	Hold	20,623	–	–	0.11%	49
2023 Q4	$1.13M	Buy	20,623 +11,119	+117%	+$600K	0.11%	49
2023 Q3	$509K	Buy	9,504 +7,855	+476%	+$433K	0.06%	84
2023 Q2	$91.2K	Buy	1,649 +1,441	+693%	+$78.7K	0.01%	255
2023 Q1	$11.4K	Buy	+208	New	+$11.3K	﹤0.01%	546

Other funds holding JEPI

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

FFA

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

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

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

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

IFS

Integrated Financial Solutions Reston, Virginia $195M AUM 46.13% 1-Year Est. Return

Armstrong Advisory Group's JEPI Position: Q3 2026 in Review

Armstrong Advisory Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.1% in Q3 2026, buying an estimated $45.8K and bringing the position to 76,338 shares worth $4.29M. The position accounts for 0.26% of the portfolio, ranked #36.

Armstrong Advisory Group first reported a position in JEPI in Q1 2023 and has held it in 15 quarters since. 67 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Armstrong Advisory Group held 76,338 shares of JPMorgan Equity Premium Income ETF worth $4.29M as of Q3 2026.
Armstrong Advisory Group bought 803 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $45.8K.
JPMorgan Equity Premium Income ETF made up 0.26% of Armstrong Advisory Group's portfolio in Q3 2026, its #36 holding.
Armstrong Advisory Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 15 quarters since.
67 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.