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JEPI icon

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

Friday Financial’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 		– Sell
-3,620
Closed -$205K – 109
2026
Q1 		$205K Hold
3,620
– – 0.07% 92
2025
Q4 		$207K Hold
3,620
– – 0.07% 87
2025
Q3 		$207K Hold
3,620
– – 0.09% 88
2025
Q2 		$206K Buy
+3,620
New +$201K 0.1% 84

Other funds holding JEPI

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Friday Financial's JEPI Position: Q2 2026 in Review

Friday Financial sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 3,620 shares — an estimated $205K sold.

Friday Financial first reported a position in JEPI in Q2 2025 and held it in 4 quarters. The position peaked at $207K in Q4 2025. 375 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Friday Financial reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Friday Financial sold 3,620 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $205K.
  • Friday Financial first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and held it in 4 quarters.
  • Friday Financial's JPMorgan Equity Premium Income ETF position peaked at $207K in Q4 2025.
  • 375 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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