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
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 $1.66T 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ethos Financial Group's JEPI Position: Q2 2025 in Review

Ethos Financial Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2025, closing a stake of 5,172 shares — an estimated $300K sold.

Ethos Financial Group first reported a position in JEPI in Q1 2024 and held it in 5 quarters. The position peaked at $302K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

Ethos Financial Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
Ethos Financial Group sold 5,172 JPMorgan Equity Premium Income ETF shares in Q2 2025, an estimated $300K.
Ethos Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and held it in 5 quarters.
Ethos Financial Group's JPMorgan Equity Premium Income ETF position peaked at $302K in Q3 2024.
1,283 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Ethos Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.