Financial Gravity Companies’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Financial Gravity Companies’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
2025 Q2	$199K	Buy	+3,502	New	+$194K	0.04%	160
2024 Q4	$246K	Buy	4,284 +1,623	+61%	+$96.4K	0.06%	126
2024 Q3	$158K	Buy	+2,661	New	+$153K	0.04%	106

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Gravity Companies's JEPI Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2025: 3,502 shares worth $199K. The stake represents 0.04% of the portfolio and ranks #160 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in JEPI as recently as Q4 2024.

Financial Gravity Companies first reported a position in JEPI in Q3 2024 and has held it in 3 quarters since. The position peaked at $246K in Q4 2024. 1,283 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

Financial Gravity Companies held 3,502 shares of JPMorgan Equity Premium Income ETF worth $199K as of Q2 2025.
JPMorgan Equity Premium Income ETF was a new Financial Gravity Companies position in Q2 2025.
JPMorgan Equity Premium Income ETF made up 0.04% of Financial Gravity Companies's portfolio in Q2 2025, its #160 holding.
Financial Gravity Companies first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 3 quarters since.
Financial Gravity Companies's JPMorgan Equity Premium Income ETF position peaked at $246K in Q4 2024.
1,283 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.