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

Goldstone Financial Group’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	$2.75M	Sell	48,733 -1,137	-2%	-$64.2K	0.25%	73
2026 Q1	$2.83M	Sell	49,870 -952	-2%	-$55.4K	0.31%	62
2025 Q4	$2.91M	Buy	50,822 +2,923	+6%	+$167K	0.32%	57
2025 Q3	$2.74M	Sell	47,899 -16,752	-26%	-$951K	0.32%	57
2025 Q2	$3.68M	Buy	64,651 +3,288	+5%	+$182K	0.49%	49
2025 Q1	$3.51M	Sell	61,363 -7,025	-10%	-$409K	0.53%	44
2024 Q4	$3.93M	Buy	68,388 +4,338	+7%	+$258K	0.62%	40
2024 Q3	$3.81M	Buy	64,050 +5,071	+9%	+$292K	0.66%	38
2024 Q2	$3.34M	Buy	58,979 +11,099	+23%	+$628K	0.67%	36
2024 Q1	$2.77M	Sell	47,880 -639	-1%	-$36K	0.64%	37
2023 Q4	$2.67M	Sell	48,519 -4,159	-8%	-$224K	0.69%	36
2023 Q3	$2.82M	Buy	52,678 +11,870	+29%	+$654K	0.84%	28
2023 Q2	$2.26M	Buy	40,808 +13,521	+50%	+$738K	0.66%	31
2023 Q1	$1.49M	Buy	+27,287	New	+$1.48M	0.49%	40

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

Goldstone Financial Group's JEPI Position: Q2 2026 in Review

Goldstone Financial Group reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.3% in Q2 2026, selling an estimated $64.2K and leaving 48,733 shares worth $2.75M. The position accounts for 0.25% of the portfolio, ranked #73.

Goldstone Financial Group first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.93M in Q4 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Goldstone Financial Group held 48,733 shares of JPMorgan Equity Premium Income ETF worth $2.75M as of Q2 2026.
Goldstone Financial Group sold 1,137 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $64.2K.
JPMorgan Equity Premium Income ETF made up 0.25% of Goldstone Financial Group's portfolio in Q2 2026, its #73 holding.
Goldstone Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's JPMorgan Equity Premium Income ETF position peaked at $3.93M in Q4 2024.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.