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

Darden Wealth 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 Q3	$592K	Sell	10,525 -723	-6%	-$41.2K	0.24%	79
2026 Q2	$635K	Buy	11,248 +19	+0.2%	+$1.07K	0.25%	81
2026 Q1	$637K	Buy	11,229 +4	+0%	+$233	0.32%	69
2025 Q4	$643K	Buy	11,225 +275	+3%	+$15.7K	0.31%	66
2025 Q3	$625K	Sell	10,950 -800	-7%	-$45.4K	0.33%	67
2025 Q2	$668K	Sell	11,750 -2,500	-18%	-$138K	0.4%	58
2025 Q1	$814K	Buy	14,250 +100	+0.7%	+$5.83K	0.63%	43
2024 Q4	$814K	Buy	14,150 +1,350	+11%	+$80.2K	0.55%	44
2024 Q3	$762K	Buy	12,800 +3,650	+40%	+$210K	0.55%	46
2024 Q2	$519K	Buy	9,150 +200	+2%	+$11.3K	0.31%	56
2024 Q1	$518K	Buy	8,950 +350	+4%	+$19.7K	0.41%	62
2023 Q4	$477K	Buy	+8,600	New	+$464K	0.46%	57

Other funds holding JEPI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Darden Wealth Group's JEPI Position: Q3 2026 in Review

Darden Wealth Group reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.4% in Q3 2026, selling an estimated $41.2K and leaving 10,525 shares worth $592K. The position accounts for 0.24% of the portfolio, ranked #79.

Darden Wealth Group first reported a position in JEPI in Q4 2023 and has held it in 12 quarters since. The position peaked at $814K in Q1 2025. 916 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Darden Wealth Group held 10,525 shares of JPMorgan Equity Premium Income ETF worth $592K as of Q3 2026.
Darden Wealth Group sold 723 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $41.2K.
JPMorgan Equity Premium Income ETF made up 0.24% of Darden Wealth Group's portfolio in Q3 2026, its #79 holding.
Darden Wealth Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 12 quarters since.
Darden Wealth Group's JPMorgan Equity Premium Income ETF position peaked at $814K in Q1 2025.
916 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.