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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Boyer Financial Services's JEPI Position: Q2 2026 in Review

Boyer Financial Services opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 3,883 shares worth $220K. The stake represents 0.19% of the portfolio and ranks #52 among its holdings. This is a return to the name: Boyer Financial Services previously reported a position in JEPI as recently as Q4 2025.

Boyer Financial Services first reported a position in JEPI in Q4 2025 and has held it in 2 quarters since. 937 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Boyer Financial Services held 3,883 shares of JPMorgan Equity Premium Income ETF worth $220K as of Q2 2026.
  • JPMorgan Equity Premium Income ETF was a new Boyer Financial Services position in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.19% of Boyer Financial Services's portfolio in Q2 2026, its #52 holding.
  • Boyer Financial Services first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 937 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.