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 Q2	–	Sell	-5,553	Closed	-$315K	–	266
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Chapman Financial Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 5,553 shares — an estimated $315K sold.

Chapman Financial Group first reported a position in JEPI in Q4 2024 and held it in 5 quarters. The position peaked at $558K in Q4 2024. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Chapman Financial Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Chapman Financial Group sold 5,553 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $315K.
Chapman Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and held it in 5 quarters.
Chapman Financial Group's JPMorgan Equity Premium Income ETF position peaked at $558K in Q4 2024.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.