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Ausdal Financial Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Ausdal Financial Partners’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 		$6.32M Buy
111,831
+13,858
+14% +$783K 0.25% 97
2026
Q1 		$5.55M Buy
97,973
+9,928
+11% +$578K 0.25% 101
2025
Q4 		$5.04M Buy
88,045
+752
+0.9% +$42.9K 0.23% 103
2025
Q3 		$4.98M Buy
87,293
+7,965
+10% +$452K 0.24% 98
2025
Q2 		$4.51M Buy
79,328
+12,953
+20% +$718K 0.3% 78
2025
Q1 		$3.79M Buy
66,375
+7,097
+12% +$413K 0.29% 79
2024
Q4 		$3.41M Buy
59,278
+25,998
+78% +$1.54M 0.29% 84
2024
Q3 		$1.98M Buy
33,280
+3,392
+11% +$195K 0.21% 109
2024
Q2 		$1.69M Buy
29,888
+2,638
+10% +$149K 0.18% 120
2024
Q1 		$1.58M Buy
27,250
+1,801
+7% +$101K 0.18% 124
2023
Q4 		$1.4M Sell
25,449
-2,189
-8% -$118K 0.17% 129
2023
Q3 		$1.48M Sell
27,638
-326
-1% -$18K 0.2% 119
2023
Q2 		$1.55M Buy
27,964
+22,143
+380% +$1.21M 0.21% 114
2023
Q1 		$318K Buy
+5,821
New +$316K 0.04% 337

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ausdal Financial Partners's JEPI Position: Q2 2026 in Review

Ausdal Financial Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 14% in Q2 2026, buying an estimated $783K and bringing the position to 111,831 shares worth $6.32M. The position accounts for 0.25% of the portfolio, ranked #97.

Ausdal Financial Partners first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. 1,413 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Ausdal Financial Partners held 111,831 shares of JPMorgan Equity Premium Income ETF worth $6.32M as of Q2 2026.
  • Ausdal Financial Partners bought 13,858 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $783K.
  • JPMorgan Equity Premium Income ETF made up 0.25% of Ausdal Financial Partners's portfolio in Q2 2026, its #97 holding.
  • Ausdal Financial Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,413 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.