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Farther Finance Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Farther Finance Advisors’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
Q3 		$17M Buy
302,533
+98,913
+49% +$5.64M 0.12% 144
2026
Q2 		$11.5M Sell
203,620
-117,876
-37% -$6.66M 0.09% 196
2026
Q1 		$18.1M Sell
321,496
-16,491
-5% -$959K 0.17% 108
2025
Q4 		$19.3M Buy
337,987
+283,389
+519% +$16.2M 0.21% 91
2025
Q3 		$3.12M Sell
54,598
-87,406
-62% -$4.96M 0.05% 325
2025
Q2 		$8.07M Sell
142,004
-39,022
-22% -$2.16M 0.16% 116
2025
Q1 		$10.3M Buy
181,026
+139,186
+333% +$8.11M 0.26% 73
2024
Q4 		$2.41M Buy
41,840
+3,029
+8% +$180K 0.09% 191
2024
Q3 		$2.31M Buy
38,811
+15,741
+68% +$905K 0.09% 187
2024
Q2 		$1.29M Buy
23,070
+10,826
+88% +$612K 0.06% 237
2024
Q1 		$701K Buy
12,244
+2,109
+21% +$119K 0.04% 317
2023
Q4 		$557K Sell
10,135
-114
-1% -$6.15K 0.04% 328
2023
Q3 		$549K Buy
10,249
+3,094
+43% +$170K 0.09% 192
2023
Q2 		$396K Sell
7,155
-584
-8% -$31.9K 0.09% 191
2023
Q1 		$423K Buy
+7,739
New +$420K 0.12% 159

Other funds holding JEPI

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
IFS
Integrated Financial Solutions Reston, Virginia $195M AUM 46.13% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

Farther Finance Advisors's JEPI Position: Q3 2026 in Review

Farther Finance Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 49% in Q3 2026, buying an estimated $5.64M and bringing the position to 302,533 shares worth $17M. The position accounts for 0.12% of the portfolio, ranked #144.

Farther Finance Advisors first reported a position in JEPI in Q1 2023 and has held it in 15 quarters since. The position peaked at $19.3M in Q4 2025. 59 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Farther Finance Advisors held 302,533 shares of JPMorgan Equity Premium Income ETF worth $17M as of Q3 2026.
  • Farther Finance Advisors bought 98,913 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $5.64M.
  • JPMorgan Equity Premium Income ETF made up 0.12% of Farther Finance Advisors's portfolio in Q3 2026, its #144 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's JPMorgan Equity Premium Income ETF position peaked at $19.3M in Q4 2025.
  • 59 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.