Curran Financial Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Curran Financial Partners’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	$26.1M	Buy	461,348 +55,764	+14%	+$3.15M	3.88%	7
2026 Q1	$23M	Buy	405,584 +35,918	+10%	+$2.09M	4.12%	6
2025 Q4	$21.2M	Buy	369,666 +29,396	+9%	+$1.68M	4.02%	6
2025 Q3	$19.4M	Buy	340,270 +37,854	+13%	+$2.15M	3.84%	5
2025 Q2	$17.2M	Buy	302,416 +26,976	+10%	+$1.49M	3.8%	5
2025 Q1	$15.7M	Buy	275,440 +29,886	+12%	+$1.74M	3.86%	6
2024 Q4	$14.1M	Buy	245,554 +21,146	+9%	+$1.26M	3.71%	7
2024 Q3	$13.4M	Buy	224,408 +13,062	+6%	+$751K	3.79%	6
2024 Q2	$12M	Buy	211,346 +3,944	+2%	+$223K	4.01%	6
2024 Q1	$12M	Buy	207,402 +4,388	+2%	+$247K	4.17%	4
2023 Q4	$11.3M	Buy	203,014 +11,262	+6%	+$607K	4.33%	5
2023 Q3	$10.3M	Buy	191,752 +7,949	+4%	+$438K	4.48%	4
2023 Q2	$10.2M	Buy	183,803 +11,655	+7%	+$636K	4.42%	5
2023 Q1	$9.4M	Buy	172,148 +28,935	+20%	+$1.57M	4.46%	5
2022 Q4	$7.8M	Buy	143,213 +21,644	+18%	+$1.18M	3.76%	7
2022 Q3	$6.23M	Buy	121,569 +44,067	+57%	+$2.45M	3.16%	13
2022 Q2	$4.3M	Buy	77,502 +25,580	+49%	+$1.48M	2.03%	16
2022 Q1	$3.19M	Buy	51,922 +30,054	+137%	+$1.82M	1.31%	26
2021 Q4	$1.38M	Buy	+21,868	New	+$1.35M	0.59%	36

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

Curran Financial Partners's JEPI Position: Q2 2026 in Review

Curran Financial Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 14% in Q2 2026, buying an estimated $3.15M and bringing the position to 461,348 shares worth $26.1M. The position accounts for 3.88% of the portfolio, ranked #7.

Curran Financial Partners first reported a position in JEPI in Q4 2021 and has held it in 19 quarters since. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Curran Financial Partners held 461,348 shares of JPMorgan Equity Premium Income ETF worth $26.1M as of Q2 2026.
Curran Financial Partners bought 55,764 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $3.15M.
JPMorgan Equity Premium Income ETF made up 3.88% of Curran Financial Partners's portfolio in Q2 2026, its #7 holding.
Curran Financial Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 19 quarters since.
1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.