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Garton & Associates Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-855
Closed -$48.9K – 414
2025
Q4 		$48.9K Buy
+855
New +$48.8K 0.03% 386

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Garton & Associates Financial Advisors's JEPI Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026, closing a stake of 855 shares — an estimated $48.9K sold.

Garton & Associates Financial Advisors first reported a position in JEPI in Q4 2025 and held it in 1 quarter. The position peaked at $48.9K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 855 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $48.9K.
  • Garton & Associates Financial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's JPMorgan Equity Premium Income ETF position peaked at $48.9K in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.