Fiduciary Advisors Inc’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Fiduciary Advisors 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	$6.33K	Buy	+112	New	+$6.33K	﹤0.01%	102

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

Fiduciary Advisors Inc's JEPI Position: Q2 2026 in Review

Fiduciary Advisors Inc opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 112 shares worth $6.33K. The stake represents ﹤0.01% of the portfolio and ranks #102 among its holdings.

1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Fiduciary Advisors Inc held 112 shares of JPMorgan Equity Premium Income ETF worth $6.33K as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Fiduciary Advisors Inc position in Q2 2026.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #102 holding.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.