Financial Management Professionals’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Financial Management Professionals’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	$29.7K	Buy	525 +12	+2%	+$678	﹤0.01%	370
2026 Q1	$29.1K	Buy	513 +9	+2%	+$524	﹤0.01%	324
2025 Q4	$29K	Buy	504 +10	+2%	+$571	﹤0.01%	323
2025 Q3	$28.2K	Buy	494 +9	+2%	+$511	﹤0.01%	325
2025 Q2	$27.5K	Buy	485 +13	+3%	+$720	﹤0.01%	359
2025 Q1	$27K	Buy	472 +8	+2%	+$466	﹤0.01%	361
2024 Q4	$26.7K	Buy	464 +9	+2%	+$534	﹤0.01%	362
2024 Q3	$27K	Buy	455 +8	+2%	+$460	﹤0.01%	366
2024 Q2	$25K	Buy	447 +360	+414%	+$20.4K	﹤0.01%	347
2024 Q1	$5K	Sell	87 -33	-28%	-$1.86K	﹤0.01%	648
2023 Q4	$7K	Buy	120 +1	+0.8%	+$54	﹤0.01%	604
2023 Q3	$6K	Buy	119 +2	+2%	+$110	﹤0.01%	575
2023 Q2	$6K	Buy	117 +2	+2%	+$109	﹤0.01%	635
2023 Q1	$6K	Buy	115 +2	+2%	+$109	﹤0.01%	650
2022 Q4	$6K	Buy	113 +2	+2%	+$109	﹤0.01%	593
2022 Q3	$6K	Buy	+111	New	+$6.18K	﹤0.01%	578

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

Financial Management Professionals's JEPI Position: Q2 2026 in Review

Financial Management Professionals increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.3% in Q2 2026, buying an estimated $678 and bringing the position to 525 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Financial Management Professionals first reported a position in JEPI in Q3 2022 and has held it in 16 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Financial Management Professionals held 525 shares of JPMorgan Equity Premium Income ETF worth $29.7K as of Q2 2026.
Financial Management Professionals bought 12 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $678.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #370 holding.
Financial Management Professionals first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.