FFA
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First Foundation Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

First Foundation Advisors’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 		$88.6M Sell
1,568,542
-7,512
-0.5% -$424K 3.18% 6
2026
Q1 		$89.3M Buy
1,576,054
+64,995
+4% +$3.78M 3.6% 5
2025
Q4 		$86.5M Buy
1,511,059
+17,778
+1% +$1.02M 3.26% 5
2025
Q3 		$85.3M Buy
1,493,281
+62,517
+4% +$3.55M 3.15% 5
2025
Q2 		$81.3M Sell
1,430,764
-72,105
-5% -$3.99M 3.01% 6
2025
Q1 		$85.9M Sell
1,502,869
-93,533
-6% -$5.45M 3.5% 4
2024
Q4 		$91.8M Buy
1,596,402
+151,673
+10% +$9.01M 3.46% 5
2024
Q3 		$86M Buy
1,444,729
+34,902
+2% +$2.01M 3.24% 5
2024
Q2 		$79.9M Buy
1,409,827
+206,732
+17% +$11.7M 3.05% 5
2024
Q1 		$69.6M Buy
1,203,095
+576,068
+92% +$32.5M 2.79% 5
2023
Q4 		$34.5M Buy
627,027
+10,230
+2% +$552K 1.57% 11
2023
Q3 		$33M Buy
616,797
+276,953
+81% +$15.3M 1.54% 10
2023
Q2 		$18.8M Buy
339,844
+51,475
+18% +$2.81M 0.81% 32
2023
Q1 		$15.7M Buy
288,369
+129,378
+81% +$7.02M 0.72% 40
2022
Q4 		$8.66M Buy
158,991
+6,351
+4% +$345K 0.41% 60
2022
Q3 		$7.82M Buy
152,640
+21,638
+17% +$1.2M 0.38% 57
2022
Q2 		$7.26M Buy
131,002
+56,315
+75% +$3.26M 0.32% 64
2022
Q1 		$4.59M Buy
74,687
+51,530
+223% +$3.12M 0.17% 83
2021
Q4 		$1.46M Buy
23,157
+14,981
+183% +$923K 0.05% 174
2021
Q3 		$487K Buy
8,176
+3,439
+73% +$212K 0.02% 277
2021
Q2 		$287K Buy
+4,737
New +$281K 0.01% 370

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

First Foundation Advisors's JEPI Position: Q2 2026 in Review

First Foundation Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.48% in Q2 2026, selling an estimated $424K and leaving 1,568,542 shares worth $88.6M. The position accounts for 3.18% of the portfolio, ranked #6.

First Foundation Advisors first reported a position in JEPI in Q2 2021 and has held it in 21 quarters since. The position peaked at $91.8M in Q4 2024. 1,412 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • First Foundation Advisors held 1,568,542 shares of JPMorgan Equity Premium Income ETF worth $88.6M as of Q2 2026.
  • First Foundation Advisors sold 7,512 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $424K.
  • JPMorgan Equity Premium Income ETF made up 3.18% of First Foundation Advisors's portfolio in Q2 2026, its #6 holding.
  • First Foundation Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and has held it in 21 quarters since.
  • First Foundation Advisors's JPMorgan Equity Premium Income ETF position peaked at $91.8M in Q4 2024.
  • 1,412 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.