Ethos Financial Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Ethos 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	$492K	Buy	+8,637	New	+$488K	0.03%	367
2025 Q2	–	Sell	-5,172	Closed	-$300K	–	501
2025 Q1	$300K	Hold	5,172	–	–	0.03%	320
2024 Q4	$300K	Buy	5,172 +101	+2%	+$6K	0.04%	221
2024 Q3	$302K	Buy	5,071 +90	+2%	+$5.18K	0.05%	202
2024 Q2	$282K	Buy	4,981 +171	+4%	+$9.67K	0.05%	207
2024 Q1	$278K	Buy	+4,810	New	+$271K	0.05%	215

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 22.9% 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

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

Ethos Financial Group opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 8,637 shares worth $492K. The stake represents 0.03% of the portfolio and ranks #367 among its holdings. This is a return to the name: Ethos Financial Group previously reported a position in JEPI as recently as Q1 2025.

Ethos Financial Group first reported a position in JEPI in Q1 2024 and has held it in 6 quarters since. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Ethos Financial Group held 8,637 shares of JPMorgan Equity Premium Income ETF worth $492K as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Ethos Financial Group position in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #367 holding.
Ethos Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 6 quarters since.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.