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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
Q2 		$4.32M Buy
76,563
+2,004
+3% +$113K 0.33% 78
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
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

FourThought Financial Partners's JEPI Position: Q2 2026 in Review

FourThought Financial Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.7% in Q2 2026, buying an estimated $113K and bringing the position to 76,563 shares worth $4.32M. The position accounts for 0.33% of the portfolio, ranked #78.

FourThought Financial Partners first reported a position in JEPI in Q4 2022 and has held it in 15 quarters since. 1,410 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • FourThought Financial Partners held 76,563 shares of JPMorgan Equity Premium Income ETF worth $4.32M as of Q2 2026.
  • FourThought Financial Partners bought 2,004 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $113K.
  • JPMorgan Equity Premium Income ETF made up 0.33% of FourThought Financial Partners's portfolio in Q2 2026, its #78 holding.
  • FourThought Financial Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,410 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.