FFN
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Focus Financial Network’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Focus Financial Network’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 		$3.4M Sell
60,176
-8,398
-12% -$474K 0.11% 152
2026
Q1 		$3.89M Sell
68,574
-4,381
-6% -$255K 0.14% 127
2025
Q4 		$4.21M Buy
72,955
+6,285
+9% +$359K 0.15% 118
2025
Q3 		$3.81M Buy
66,670
+2,586
+4% +$147K 0.14% 125
2025
Q2 		$3.64M Buy
64,084
+9,159
+17% +$507K 0.14% 126
2025
Q1 		$3.14M Buy
54,925
+1,449
+3% +$84.4K 0.13% 132
2024
Q4 		$3.1M Buy
53,476
+14,387
+37% +$854K 0.12% 133
2024
Q3 		$2.33M Buy
39,089
+2,934
+8% +$169K 0.1% 168
2024
Q2 		$2.07M Buy
36,155
+4,182
+13% +$237K 0.09% 168
2024
Q1 		$1.77M Buy
31,973
+3,779
+13% +$213K 0.09% 177
2023
Q4 		$1.56M Buy
28,194
+21,717
+335% +$1.17M 0.06% 242
2023
Q3 		$347K Buy
6,477
+505
+8% +$27.8K 0.02% 427
2023
Q2 		$330K Buy
5,972
+1,339
+29% +$73.1K 0.02% 446
2023
Q1 		$253K Buy
+4,633
New +$251K 0.02% 482
2022
Q1 		– Sell
-6,563
Closed -$418K – 568
2021
Q4 		$418K Buy
6,563
+305
+5% +$18.8K 0.06% 243
2021
Q3 		$373K Buy
6,258
+454
+8% +$27.9K 0.05% 307
2021
Q2 		$352K Buy
+5,804
New +$345K 0.05% 320

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

Focus Financial Network's JEPI Position: Q2 2026 in Review

Focus Financial Network reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 12% in Q2 2026, selling an estimated $474K and leaving 60,176 shares worth $3.4M. The position accounts for 0.11% of the portfolio, ranked #152.

Focus Financial Network first reported a position in JEPI in Q2 2021 and has held it in 17 quarters since. The position peaked at $4.21M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Focus Financial Network held 60,176 shares of JPMorgan Equity Premium Income ETF worth $3.4M as of Q2 2026.
  • Focus Financial Network sold 8,398 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $474K.
  • JPMorgan Equity Premium Income ETF made up 0.11% of Focus Financial Network's portfolio in Q2 2026, its #152 holding.
  • Focus Financial Network first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and has held it in 17 quarters since.
  • Focus Financial Network's JPMorgan Equity Premium Income ETF position peaked at $4.21M in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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