Global Financial Private Client’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Global Financial Private Client’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	$360K	Buy	6,371 +399	+7%	+$22.5K	0.1%	196
2026 Q1	$338K	Buy	5,972 +172	+3%	+$10K	0.11%	189
2025 Q4	$332K	Buy	5,800 +483	+9%	+$27.6K	0.12%	183
2025 Q3	$304K	Buy	5,317 +189	+4%	+$10.7K	0.11%	191
2025 Q2	$292K	Buy	+5,128	New	+$284K	0.11%	186

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

Global Financial Private Client's JEPI Position: Q2 2026 in Review

Global Financial Private Client increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.7% in Q2 2026, buying an estimated $22.5K and bringing the position to 6,371 shares worth $360K. The position accounts for 0.1% of the portfolio, ranked #196.

Global Financial Private Client first reported a position in JEPI in Q2 2025 and has held it in 5 quarters since. 1,412 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Global Financial Private Client held 6,371 shares of JPMorgan Equity Premium Income ETF worth $360K as of Q2 2026.
Global Financial Private Client bought 399 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $22.5K.
JPMorgan Equity Premium Income ETF made up 0.1% of Global Financial Private Client's portfolio in Q2 2026, its #196 holding.
Global Financial Private Client first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
1,412 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.