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Founders Financial Alliance’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Founders Financial Alliance’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 		$131K Buy
2,313
+1,279
+124% +$72.2K 0.02% 478
2026
Q1 		$58.6K Buy
1,034
+884
+589% +$51.4K 0.01% 500
2025
Q4 		$8.59K Sell
150
-658
-81% -$37.6K ﹤0.01% 517
2025
Q3 		$46.2K Buy
808
+658
+439% +$37.4K 0.01% 503
2025
Q2 		$8.53K Sell
150
-629
-81% -$34.8K ﹤0.01% 470
2025
Q1 		$44.5K Buy
779
+11
+1% +$641 0.01% 452
2024
Q4 		$44.2K Buy
768
+12
+2% +$713 0.01% 390
2024
Q3 		$45K Buy
756
+161
+27% +$9.26K 0.01% 400
2024
Q2 		$33.7K Buy
595
+11
+2% +$622 0.01% 402
2024
Q1 		$33.8K Sell
584
-22
-4% -$1.24K 0.01% 405
2023
Q4 		$33.3K Buy
606
+12
+2% +$647 0.01% 365
2023
Q3 		$31.8K Buy
594
+10
+2% +$551 0.01% 349
2023
Q2 		$32.3K Buy
584
+40
+7% +$2.18K 0.01% 376
2023
Q1 		$29.9K Buy
544
+18
+3% +$977 0.01% 348
2022
Q4 		$28.6K Buy
526
+17
+3% +$923 0.01% 374
2022
Q3 		$26K Buy
+509
New +$28.3K 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

Founders Financial Alliance's JEPI Position: Q2 2026 in Review

Founders Financial Alliance increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 124% in Q2 2026, buying an estimated $72.2K and bringing the position to 2,313 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #478.

Founders Financial Alliance first reported a position in JEPI in Q3 2022 and has held it in 16 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Founders Financial Alliance held 2,313 shares of JPMorgan Equity Premium Income ETF worth $131K as of Q2 2026.
  • Founders Financial Alliance bought 1,279 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $72.2K.
  • JPMorgan Equity Premium Income ETF made up 0.02% of Founders Financial Alliance's portfolio in Q2 2026, its #478 holding.
  • Founders Financial Alliance first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.