Financial Security Advisor’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Financial Security Advisor’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 Q3	$1.03M	Buy	+18,265	New	+$1.04M	0.17%	57

Other funds holding JEPI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Financial Security Advisor's JEPI Position: Q3 2026 in Review

Financial Security Advisor opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 18,265 shares worth $1.03M. The stake represents 0.17% of the portfolio and ranks #57 among its holdings.

1,053 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Financial Security Advisor held 18,265 shares of JPMorgan Equity Premium Income ETF worth $1.03M as of Q3 2026.
JPMorgan Equity Premium Income ETF was a new Financial Security Advisor position in Q3 2026.
JPMorgan Equity Premium Income ETF made up 0.17% of Financial Security Advisor's portfolio in Q3 2026, its #57 holding.
1,053 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Financial Security Advisor's 13F filing for Q3 2026, filed 3 Nov 2026.