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Farmers & Merchants Investments Inc’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Farmers & Merchants Investments Inc’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 		$96K Hold
1,700
– – ﹤0.01% 385
2026
Q1 		$96.4K Sell
1,700
-65
-4% -$3.78K ﹤0.01% 379
2025
Q4 		$101K Buy
1,765
+65
+4% +$3.71K ﹤0.01% 362
2025
Q3 		$97.1K Hold
1,700
– – ﹤0.01% 369
2025
Q2 		$96.6K Hold
1,700
– – ﹤0.01% 365
2025
Q1 		$97.1K Hold
1,700
– – ﹤0.01% 375
2024
Q4 		$97.8K Hold
1,700
– – ﹤0.01% 382
2024
Q3 		$101K Hold
1,700
– – ﹤0.01% 384
2024
Q2 		$96.4K Hold
1,700
– – ﹤0.01% 377
2024
Q1 		$98.4K Hold
1,700
– – ﹤0.01% 348
2023
Q4 		$93.5K Hold
1,700
– – ﹤0.01% 346
2023
Q3 		$91.1K Hold
1,700
– – ﹤0.01% 343
2023
Q2 		$94.1K Hold
1,700
– – ﹤0.01% 347
2023
Q1 		$92.8K Hold
1,700
– – ﹤0.01% 344
2022
Q4 		$92.6K Hold
1,700
– – ﹤0.01% 340
2022
Q3 		$87K Hold
1,700
– – ﹤0.01% 352
2022
Q2 		$94K Hold
1,700
– – ﹤0.01% 336
2022
Q1 		$104K Buy
1,700
+900
+113% +$54.5K ﹤0.01% 339
2021
Q4 		$51K Buy
+800
New +$49.3K ﹤0.01% 418

Other funds holding JEPI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Farmers & Merchants Investments Inc's JEPI Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 1,700 shares worth $96K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Farmers & Merchants Investments Inc first reported a position in JEPI in Q4 2021 and has held it in 19 quarters since. The position peaked at $104K in Q1 2022. 1,120 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Farmers & Merchants Investments Inc held 1,700 shares of JPMorgan Equity Premium Income ETF worth $96K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #385 holding.
  • Farmers & Merchants Investments Inc first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Farmers & Merchants Investments Inc's JPMorgan Equity Premium Income ETF position peaked at $104K in Q1 2022.
  • 1,120 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.