DHJJ Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

DHJJ Financial Advisors’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	$15.9K	Hold	280	–	–	0.01%	556
2025 Q4	$16K	Hold	280	–	–	0.01%	524
2025 Q3	$16K	Hold	280	–	–	0.01%	508
2025 Q2	$15.9K	Hold	280	–	–	0.01%	498
2025 Q1	$16K	Sell	280 -21	-7%	-$1.22K	0.01%	457
2024 Q4	$17.3K	Hold	301	–	–	0.01%	437
2024 Q3	$17.9K	Buy	301 +9	+3%	+$518	0.01%	421
2024 Q2	$16.6K	Hold	292	–	–	0.01%	394
2024 Q1	$16.9K	Hold	292	–	–	0.01%	383
2023 Q4	$16.1K	Buy	292 +2	+0.7%	+$108	0.01%	382
2023 Q3	$15.5K	Buy	+290	New	+$16K	0.01%	384

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

DHJJ Financial Advisors's JEPI Position: Q1 2026 in Review

DHJJ Financial Advisors held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q1 2026 at 280 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #556.

DHJJ Financial Advisors first reported a position in JEPI in Q3 2023 and has held it in 11 quarters since. The position peaked at $17.9K in Q3 2024. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

DHJJ Financial Advisors held 280 shares of JPMorgan Equity Premium Income ETF worth $15.9K as of Q1 2026.
DHJJ Financial Advisors left its JPMorgan Equity Premium Income ETF share count unchanged in Q1 2026.
JPMorgan Equity Premium Income ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #556 holding.
DHJJ Financial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's JPMorgan Equity Premium Income ETF position peaked at $17.9K in Q3 2024.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.