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Financial Partners Group (Kansas)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Financial Partners Group (Kansas)’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 		$635K Sell
11,247
-10,466
-48% -$591K 0.06% 130
2026
Q1 		$1.23M Buy
21,713
+188
+0.9% +$10.9K 0.15% 77
2025
Q4 		$1.26M Sell
21,525
-5,092
-19% -$291K 0.15% 76
2025
Q3 		$1.52M Sell
26,617
-6,439
-19% -$366K 0.19% 63
2025
Q2 		$1.88M Sell
33,056
-292,294
-90% -$16.2M 0.26% 54
2025
Q1 		$18.6M Sell
325,350
-130,789
-29% -$7.62M 2.87% 10
2024
Q4 		$26.2M Sell
456,139
-16,062
-3% -$954K 3.83% 5
2024
Q3 		$28.1M Sell
472,201
-31,577
-6% -$1.82M 4.16% 4
2024
Q2 		$28.6M Sell
503,778
-12,857
-2% -$727K 4.51% 4
2024
Q1 		$29.9M Sell
516,635
-30,088
-6% -$1.7M 4.77% 3
2023
Q4 		$30.1M Buy
546,723
+6,455
+1% +$348K 5.39% 3
2023
Q3 		$28.8M Buy
540,268
+20,979
+4% +$1.16M 5.94% 2
2023
Q2 		$28.6M Buy
519,289
+32,346
+7% +$1.77M 5.8% 2
2023
Q1 		$26.6M Buy
486,943
+12,212
+3% +$663K 5.91% 2
2022
Q4 		$26.1M Buy
474,731
+187,811
+65% +$10.2M 5.75% 2
2022
Q3 		$14.7M Buy
+286,920
New +$16M 3.87% 7

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Partners Group (Kansas)'s JEPI Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 48% in Q2 2026, selling an estimated $591K and leaving 11,247 shares worth $635K. The position accounts for 0.06% of the portfolio, ranked #130.

Financial Partners Group (Kansas) first reported a position in JEPI in Q3 2022 and has held it in 16 quarters since. The position peaked at $30.1M in Q4 2023. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Financial Partners Group (Kansas) held 11,247 shares of JPMorgan Equity Premium Income ETF worth $635K as of Q2 2026.
  • Financial Partners Group (Kansas) sold 10,466 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $591K.
  • JPMorgan Equity Premium Income ETF made up 0.06% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #130 holding.
  • Financial Partners Group (Kansas) first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Financial Partners Group (Kansas)'s JPMorgan Equity Premium Income ETF position peaked at $30.1M in Q4 2023.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.