FourThought Financial Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

FourThought Financial Partners’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	$4.23M	Buy	74,559 +328	+0.4%	+$19.1K	0.36%	75
2025 Q4	$4.25M	Buy	74,231 +3,855	+5%	+$220K	0.36%	72
2025 Q3	$4.02M	Buy	70,376 +3,453	+5%	+$196K	0.35%	74
2025 Q2	$3.8M	Buy	66,923 +3,035	+5%	+$168K	0.38%	72
2025 Q1	$3.65M	Buy	63,888 +1,502	+2%	+$87.5K	0.38%	76
2024 Q4	$3.59M	Buy	62,386 +76	+0.1%	+$4.51K	0.37%	69
2024 Q3	$3.71M	Buy	62,310 +1,433	+2%	+$82.4K	0.44%	62
2024 Q2	$3.45M	Buy	60,877 +6,831	+13%	+$386K	0.44%	61
2024 Q1	$3.13M	Buy	54,046 +37,646	+230%	+$2.12M	0.36%	70
2023 Q4	$902K	Sell	16,400 -573	-3%	-$30.9K	0.11%	136
2023 Q3	$909K	Sell	16,973 -11,340	-40%	-$625K	0.13%	125
2023 Q2	$1.57M	Buy	28,313 +400	+1%	+$21.8K	0.21%	95
2023 Q1	$1.52M	Buy	27,913 +3,585	+15%	+$195K	0.21%	99
2022 Q4	$1.33M	Buy	+24,328	New	+$1.32M	0.19%	105

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

FourThought Financial Partners's JEPI Position: Q1 2026 in Review

FourThought Financial Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.44% in Q1 2026, buying an estimated $19.1K and bringing the position to 74,559 shares worth $4.23M. The position accounts for 0.36% of the portfolio, ranked #75.

FourThought Financial Partners first reported a position in JEPI in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.25M in Q4 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

FourThought Financial Partners held 74,559 shares of JPMorgan Equity Premium Income ETF worth $4.23M as of Q1 2026.
FourThought Financial Partners bought 328 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $19.1K.
JPMorgan Equity Premium Income ETF made up 0.36% of FourThought Financial Partners's portfolio in Q1 2026, its #75 holding.
FourThought Financial Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 14 quarters since.
FourThought Financial Partners's JPMorgan Equity Premium Income ETF position peaked at $4.25M in Q4 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

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