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

Chapman 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 Q1	$315K	Sell	5,553 -1,975	-26%	-$115K	0.23%	100
2025 Q4	$431K	Sell	7,528 -1,825	-20%	-$104K	0.29%	89
2025 Q3	$534K	Sell	9,353 -200	-2%	-$11.4K	0.37%	73
2025 Q2	$543K	Buy	+9,553	New	+$529K	0.46%	63
2024 Q4	$558K	Buy	+9,703	New	+$576K	0.45%	66

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

Chapman Financial Group's JEPI Position: Q1 2026 in Review

Chapman Financial Group reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 26% in Q1 2026, selling an estimated $115K and leaving 5,553 shares worth $315K. The position accounts for 0.23% of the portfolio, ranked #100.

Chapman Financial Group first reported a position in JEPI in Q4 2024 and has held it in 5 quarters since. The position peaked at $558K in Q4 2024. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Chapman Financial Group held 5,553 shares of JPMorgan Equity Premium Income ETF worth $315K as of Q1 2026.
Chapman Financial Group sold 1,975 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $115K.
JPMorgan Equity Premium Income ETF made up 0.23% of Chapman Financial Group's portfolio in Q1 2026, its #100 holding.
Chapman Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 5 quarters since.
Chapman Financial Group's JPMorgan Equity Premium Income ETF position peaked at $558K in Q4 2024.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.