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Family Legacy Financial Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Family Legacy Financial Solutions’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
Q3 		– Sell
-39
Closed -$2.25K – 274
2025
Q2 		$2.25K Buy
+39
New +$2.16K ﹤0.01% 200

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Royal Bank of Canada
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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NFA
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Osaic Holdings
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Family Legacy Financial Solutions's JEPI Position: Q3 2025 in Review

Family Legacy Financial Solutions sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2025, closing a stake of 39 shares — an estimated $2.25K sold.

Family Legacy Financial Solutions first reported a position in JEPI in Q2 2025 and held it in 1 quarter. The position peaked at $2.25K in Q2 2025. 1,290 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

  • Family Legacy Financial Solutions reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 39 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $2.25K.
  • Family Legacy Financial Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's JPMorgan Equity Premium Income ETF position peaked at $2.25K in Q2 2025.
  • 1,290 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2025, filed 7 Oct 2025.