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

Benchmark Financial’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	$2.53M	Buy	45,035 +3,639	+9%	+$208K	1.94%	16
2026 Q2	$2.34M	Sell	41,396 -27,112	-40%	-$1.53M	1.91%	14
2026 Q1	$3.88M	Buy	68,508 +5,278	+8%	+$307K	3.48%	10
2025 Q4	$3.62M	Buy	+63,230	New	+$3.61M	3.61%	10

Other funds holding JEPI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Benchmark Financial's JEPI Position: Q3 2026 in Review

Benchmark Financial increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.8% in Q3 2026, buying an estimated $208K and bringing the position to 45,035 shares worth $2.53M. The position accounts for 1.94% of the portfolio, ranked #16.

Benchmark Financial first reported a position in JEPI in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.88M in Q1 2026. 933 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Benchmark Financial held 45,035 shares of JPMorgan Equity Premium Income ETF worth $2.53M as of Q3 2026.
Benchmark Financial bought 3,639 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $208K.
JPMorgan Equity Premium Income ETF made up 1.94% of Benchmark Financial's portfolio in Q3 2026, its #16 holding.
Benchmark Financial first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 4 quarters since.
Benchmark Financial's JPMorgan Equity Premium Income ETF position peaked at $3.88M in Q1 2026.
933 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.