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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Farther Finance Advisors's JEPI Position: Q2 2026 in Review

Farther Finance Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 37% in Q2 2026, selling an estimated $6.66M and leaving 203,620 shares worth $11.5M. The position accounts for 0.09% of the portfolio, ranked #196.

Farther Finance Advisors first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. The position peaked at $19.3M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Farther Finance Advisors held 203,620 shares of JPMorgan Equity Premium Income ETF worth $11.5M as of Q2 2026.
Farther Finance Advisors sold 117,876 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $6.66M.
JPMorgan Equity Premium Income ETF made up 0.09% of Farther Finance Advisors's portfolio in Q2 2026, its #196 holding.
Farther Finance Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
Farther Finance Advisors's JPMorgan Equity Premium Income ETF position peaked at $19.3M in Q4 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.