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Fiduciary Financial Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Fiduciary Financial Group’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 		$1.25M Buy
22,220
+2,957
+15% +$167K 0.14% 100
2026
Q1 		$1.09M Buy
19,263
+181
+0.9% +$10.5K 0.14% 99
2025
Q4 		$1.09M Buy
19,082
+2,662
+16% +$152K 0.15% 92
2025
Q3 		$938K Buy
16,420
+5,096
+45% +$289K 0.15% 92
2025
Q2 		$643K Buy
11,324
+865
+8% +$47.9K 0.12% 119
2025
Q1 		$559K Buy
10,459
+6,595
+171% +$384K 0.12% 114
2024
Q4 		$220K Hold
3,864
– – 0.05% 257
2024
Q3 		$228K Hold
3,864
– – 0.05% 242
2024
Q2 		$221K Buy
+3,864
New +$219K 0.05% 239

Other funds holding JEPI

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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fiduciary Financial Group's JEPI Position: Q2 2026 in Review

Fiduciary Financial Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 15% in Q2 2026, buying an estimated $167K and bringing the position to 22,220 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #100.

Fiduciary Financial Group first reported a position in JEPI in Q2 2024 and has held it in 9 quarters since. 734 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Fiduciary Financial Group held 22,220 shares of JPMorgan Equity Premium Income ETF worth $1.25M as of Q2 2026.
  • Fiduciary Financial Group bought 2,957 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $167K.
  • JPMorgan Equity Premium Income ETF made up 0.14% of Fiduciary Financial Group's portfolio in Q2 2026, its #100 holding.
  • Fiduciary Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 734 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.