Family Investment Center’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Family Investment Center’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	$234K	Buy	+4,151	New	+$234K	0.04%	108
2025 Q4	–	Sell	-3,821	Closed	-$218K	–	106
2025 Q3	$218K	Buy	3,821 +88	+2%	+$5K	0.05%	95
2025 Q2	$212K	Buy	+3,733	New	+$207K	0.05%	91
2025 Q1	–	Sell	-3,982	Closed	-$229K	–	86
2024 Q4	$229K	Sell	3,982 -68	-2%	-$4.04K	0.06%	81
2024 Q3	$241K	Sell	4,050 -1	-0%	-$58	0.06%	79
2024 Q2	$230K	Buy	+4,051	New	+$229K	0.07%	78
2024 Q1	–	Sell	-7,677	Closed	-$422K	–	84
2023 Q4	$422K	Sell	7,677 -5,252	-41%	-$283K	0.21%	38
2023 Q3	$692K	Buy	12,929 +4,298	+50%	+$237K	0.42%	28
2023 Q2	$478K	Buy	+8,631	New	+$471K	0.31%	27

Other funds holding JEPI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Family Investment Center's JEPI Position: Q2 2026 in Review

Family Investment Center opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 4,151 shares worth $234K. The stake represents 0.04% of the portfolio and ranks #108 among its holdings. This is a return to the name: Family Investment Center previously reported a position in JEPI as recently as Q3 2025.

Family Investment Center first reported a position in JEPI in Q2 2023 and has held it in 9 quarters since. The position peaked at $692K in Q3 2023. 992 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Family Investment Center held 4,151 shares of JPMorgan Equity Premium Income ETF worth $234K as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Family Investment Center position in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.04% of Family Investment Center's portfolio in Q2 2026, its #108 holding.
Family Investment Center first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 9 quarters since.
Family Investment Center's JPMorgan Equity Premium Income ETF position peaked at $692K in Q3 2023.
992 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.