Florida Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Florida Financial 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 Q1	$607K	Sell	10,715 -2,910	-21%	-$169K	0.15%	147
2025 Q4	$780K	Buy	13,625 +946	+7%	+$54K	0.21%	114
2025 Q3	$724K	Sell	12,679 -1,160	-8%	-$65.9K	0.22%	110
2025 Q2	$787K	Buy	13,839 +1,748	+14%	+$96.8K	0.26%	91
2025 Q1	$690K	Buy	12,091 +5,077	+72%	+$296K	0.27%	80
2024 Q4	$404K	Buy	7,014 +2,468	+54%	+$147K	0.18%	108
2024 Q3	$271K	Buy	4,546 +402	+10%	+$23.1K	0.14%	140
2024 Q2	$235K	Sell	4,144 -1,256	-23%	-$71K	0.14%	122
2024 Q1	$312K	Buy	+5,400	New	+$304K	0.23%	80

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

Florida Financial Advisors's JEPI Position: Q1 2026 in Review

Florida Financial Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 21% in Q1 2026, selling an estimated $169K and leaving 10,715 shares worth $607K. The position accounts for 0.15% of the portfolio, ranked #147.

Florida Financial Advisors first reported a position in JEPI in Q1 2024 and has held it in 9 quarters since. The position peaked at $787K in Q2 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Florida Financial Advisors held 10,715 shares of JPMorgan Equity Premium Income ETF worth $607K as of Q1 2026.
Florida Financial Advisors sold 2,910 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $169K.
JPMorgan Equity Premium Income ETF made up 0.15% of Florida Financial Advisors's portfolio in Q1 2026, its #147 holding.
Florida Financial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
Florida Financial Advisors's JPMorgan Equity Premium Income ETF position peaked at $787K in Q2 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.