Boyer Financial Services
JEPI icon

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

Boyer Financial Services’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 		$913K Buy
16,246
+12,363
+318% +$705K 0.73% 27
2026
Q2 		$220K Buy
+3,883
New +$219K 0.19% 52
2026
Q1 		– Sell
-3,495
Closed -$200K – 48
2025
Q4 		$200K Buy
+3,495
New +$200K 0.21% 45

Other funds holding JEPI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cornerstone Advisory
Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Boyer Financial Services's JEPI Position: Q3 2026 in Review

Boyer Financial Services increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 318% in Q3 2026, buying an estimated $705K and bringing the position to 16,246 shares worth $913K. The position accounts for 0.73% of the portfolio, ranked #27.

Boyer Financial Services first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. 916 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Boyer Financial Services held 16,246 shares of JPMorgan Equity Premium Income ETF worth $913K as of Q3 2026.
  • Boyer Financial Services bought 12,363 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $705K.
  • JPMorgan Equity Premium Income ETF made up 0.73% of Boyer Financial Services's portfolio in Q3 2026, its #27 holding.
  • Boyer Financial Services first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 916 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.