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 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

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

Armstrong Advisory Group's JEPI Position: Q2 2026 in Review

Armstrong Advisory Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 61% in Q2 2026, buying an estimated $1.61M and bringing the position to 75,535 shares worth $4.27M. The position accounts for 0.26% of the portfolio, ranked #39.

Armstrong Advisory Group first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Armstrong Advisory Group held 75,535 shares of JPMorgan Equity Premium Income ETF worth $4.27M as of Q2 2026.
Armstrong Advisory Group bought 28,517 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.61M.
JPMorgan Equity Premium Income ETF made up 0.26% of Armstrong Advisory Group's portfolio in Q2 2026, its #39 holding.
Armstrong Advisory Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.