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

Bouchey Financial 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	$31.1M	Buy	551,039 +21,656	+4%	+$1.22M	2.01%	17
2026 Q1	$30.6M	Buy	529,383 +12,374	+2%	+$720K	2.24%	15
2025 Q4	$29.7M	Buy	517,009 +42,993	+9%	+$2.45M	2.22%	14
2025 Q3	$27.1M	Buy	474,016 +10,997	+2%	+$625K	2.09%	14
2025 Q2	$26.3M	Buy	463,019 +10,208	+2%	+$565K	2.19%	13
2025 Q1	$25.9M	Buy	452,811 +10,841	+2%	+$632K	2.33%	12
2024 Q4	$25.5M	Buy	441,970 +29,690	+7%	+$1.76M	2.23%	13
2024 Q3	$24.5M	Buy	412,280 +8,644	+2%	+$497K	2.19%	12
2024 Q2	$22.9M	Buy	403,636 +8,550	+2%	+$484K	2.17%	12
2024 Q1	$22.9M	Buy	395,086 +16,676	+4%	+$939K	2.25%	13
2023 Q4	$20.8M	Sell	378,410 -78,558	-17%	-$4.24M	2.23%	12
2023 Q3	$24.5M	Buy	456,968 +6,037	+1%	+$333K	3%	14
2023 Q2	$25M	Buy	450,931 +3,179	+0.7%	+$174K	3.02%	14
2023 Q1	$24.4M	Buy	447,752 +5,377	+1%	+$292K	3.23%	13
2022 Q4	$24.1M	Buy	442,375 +16,897	+4%	+$918K	3.47%	14
2022 Q3	$21.8M	Buy	425,478 +231,640	+120%	+$12.9M	3.19%	14
2022 Q2	$10.7M	Buy	193,838 +8,122	+4%	+$470K	1.72%	20
2022 Q1	$11.4M	Buy	+185,716	New	+$11.2M	1.53%	20

Other funds holding JEPI

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Bouchey Financial Group's JEPI Position: Q2 2026 in Review

Bouchey Financial Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.1% in Q2 2026, buying an estimated $1.22M and bringing the position to 551,039 shares worth $31.1M. The position accounts for 2.01% of the portfolio, ranked #17.

Bouchey Financial Group first reported a position in JEPI in Q1 2022 and has held it in 18 quarters since. 554 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Bouchey Financial Group held 551,039 shares of JPMorgan Equity Premium Income ETF worth $31.1M as of Q2 2026.
Bouchey Financial Group bought 21,656 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.22M.
JPMorgan Equity Premium Income ETF made up 2.01% of Bouchey Financial Group's portfolio in Q2 2026, its #17 holding.
Bouchey Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and has held it in 18 quarters since.
554 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.