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

Founders Financial Securities’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	$2.27M	Sell	40,121 -809	-2%	-$45.7K	0.12%	174
2026 Q1	$2.37M	Sell	40,930 -17,807	-30%	-$1.04M	0.13%	149
2025 Q4	$3.36M	Buy	58,737 +27,980	+91%	+$1.6M	0.2%	92
2025 Q3	$1.76M	Buy	30,757 +1,647	+6%	+$93.5K	0.12%	168
2025 Q2	$1.65M	Buy	29,110 +917	+3%	+$50.8K	0.13%	164
2025 Q1	$1.55M	Buy	28,193 +2,433	+9%	+$142K	0.13%	146
2024 Q4	$1.48M	Buy	25,760 +3,838	+18%	+$228K	0.13%	137
2024 Q3	$1.3M	Buy	21,922 +2,413	+12%	+$139K	0.12%	151
2024 Q2	$1.11M	Buy	19,509 +8,267	+74%	+$468K	0.1%	164
2024 Q1	$650K	Buy	11,242 +3,067	+38%	+$173K	0.07%	224
2023 Q4	$449K	Buy	8,175 +3,124	+62%	+$168K	0.05%	262
2023 Q3	$271K	Buy	+5,051	New	+$278K	0.04%	280

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Founders Financial Securities reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 2% in Q2 2026, selling an estimated $45.7K and leaving 40,121 shares worth $2.27M. The position accounts for 0.12% of the portfolio, ranked #174.

Founders Financial Securities first reported a position in JEPI in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.36M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Founders Financial Securities held 40,121 shares of JPMorgan Equity Premium Income ETF worth $2.27M as of Q2 2026.
Founders Financial Securities sold 809 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $45.7K.
JPMorgan Equity Premium Income ETF made up 0.12% of Founders Financial Securities's portfolio in Q2 2026, its #174 holding.
Founders Financial Securities first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
Founders Financial Securities's JPMorgan Equity Premium Income ETF position peaked at $3.36M in Q4 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.