CFO4Life Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

CFO4Life 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 Q1	$8.14M	Buy	143,649 +118	+0.1%	+$6.87K	1.24%	20
2025 Q4	$8.22M	Sell	143,531 -11,366	-7%	-$649K	1.17%	23
2025 Q3	$8.84M	Sell	154,897 -4,667	-3%	-$265K	1.29%	18
2025 Q2	$9.07M	Sell	159,564 -36,612	-19%	-$2.03M	1.42%	18
2025 Q1	$11.2M	Sell	196,176 -382,077	-66%	-$22.3M	1.89%	12
2024 Q4	$33.3M	Buy	578,253 +23,971	+4%	+$1.42M	5.84%	3
2024 Q3	$33M	Sell	554,282 -19,930	-3%	-$1.15M	5.84%	3
2024 Q2	$32.5M	Buy	574,212 +5,695	+1%	+$322K	6.12%	3
2024 Q1	$32.9M	Buy	568,517 +35,683	+7%	+$2.01M	5.97%	3
2023 Q4	$29.3M	Buy	532,834 +9,859	+2%	+$532K	5.59%	3
2023 Q3	$28M	Buy	522,975 +25,820	+5%	+$1.42M	6.47%	3
2023 Q2	$27.5M	Buy	497,155 +24,217	+5%	+$1.32M	5.9%	4
2023 Q1	$25.8M	Buy	+472,938	New	+$25.7M	5.87%	4

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFO4Life Group's JEPI Position: Q1 2026 in Review

CFO4Life Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.08% in Q1 2026, buying an estimated $6.87K and bringing the position to 143,649 shares worth $8.14M. The position accounts for 1.24% of the portfolio, ranked #20.

CFO4Life Group first reported a position in JEPI in Q1 2023 and has held it in 13 quarters since. The position peaked at $33.3M in Q4 2024. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

CFO4Life Group held 143,649 shares of JPMorgan Equity Premium Income ETF worth $8.14M as of Q1 2026.
CFO4Life Group bought 118 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $6.87K.
JPMorgan Equity Premium Income ETF made up 1.24% of CFO4Life Group's portfolio in Q1 2026, its #20 holding.
CFO4Life Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
CFO4Life Group's JPMorgan Equity Premium Income ETF position peaked at $33.3M in Q4 2024.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.