CFD
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Creative Financial Designs’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Creative Financial Designs’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 		$167K Sell
2,963
-86
-3% -$4.86K 0.01% 649
2026
Q1 		$173K Buy
3,049
+60
+2% +$3.49K 0.01% 543
2025
Q4 		$171K Buy
2,989
+60
+2% +$3.43K 0.01% 502
2025
Q3 		$167K Sell
2,929
-120
-4% -$6.82K 0.01% 516
2025
Q2 		$173K Buy
3,049
+76
+3% +$4.21K 0.01% 523
2025
Q1 		$170K Sell
2,973
-53
-2% -$3.09K 0.01% 489
2024
Q4 		$174K Sell
3,026
-295
-9% -$17.5K 0.01% 474
2024
Q3 		$198K Buy
3,321
+567
+21% +$32.6K 0.02% 450
2024
Q2 		$156K Buy
2,754
+46
+2% +$2.6K 0.01% 484
2024
Q1 		$157K Buy
2,708
+46
+2% +$2.59K 0.01% 479
2023
Q4 		$146K Buy
2,662
+93
+4% +$5.01K 0.01% 457
2023
Q3 		$138K Buy
2,569
+306
+14% +$16.9K 0.02% 434
2023
Q2 		$125K Buy
2,263
+2,186
+2,839% +$119K 0.01% 436
2023
Q1 		$4.2K Buy
77
+37
+93% +$2.01K ﹤0.01% 1157
2022
Q4 		$2.18K Buy
40
+20
+100% +$1.09K ﹤0.01% 1151
2022
Q3 		$1K Buy
+20
New +$1.11K ﹤0.01% 1237

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Financial Designs's JEPI Position: Q2 2026 in Review

Creative Financial Designs reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.8% in Q2 2026, selling an estimated $4.86K and leaving 2,963 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #649.

Creative Financial Designs first reported a position in JEPI in Q3 2022 and has held it in 16 quarters since. The position peaked at $198K in Q3 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Creative Financial Designs held 2,963 shares of JPMorgan Equity Premium Income ETF worth $167K as of Q2 2026.
  • Creative Financial Designs sold 86 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $4.86K.
  • JPMorgan Equity Premium Income ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #649 holding.
  • Creative Financial Designs first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Creative Financial Designs's JPMorgan Equity Premium Income ETF position peaked at $198K in Q3 2024.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.