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

Greater Midwest 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 Q1	–	Sell	-54,804	Closed	-$3.14M	–	68
2025 Q4	$3.14M	Sell	54,804 -45,414	-45%	-$2.59M	1.75%	19
2025 Q3	$5.72M	Buy	100,218 +4,311	+4%	+$245K	3.69%	9
2025 Q2	$5.45M	Buy	95,907 +6,404	+7%	+$355K	4.16%	7
2025 Q1	$5.11M	Buy	89,503 +5,951	+7%	+$347K	3.56%	8
2024 Q4	$4.81M	Buy	83,552 +14,118	+20%	+$838K	3.04%	9
2024 Q3	$4.13M	Buy	69,434 +1,081	+2%	+$62.2K	2.42%	11
2024 Q2	$3.9M	Sell	68,353 -223,701	-77%	-$12.7M	2.47%	11
2024 Q1	$16.9M	Sell	292,054 -20,276	-6%	-$1.14M	10.58%	1
2023 Q4	$17.2M	Buy	+312,330	New	+$16.8M	11.68%	1

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Greater Midwest Financial Group's JEPI Position: Q1 2026 in Review

Greater Midwest Financial Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026, closing a stake of 54,804 shares — an estimated $3.14M sold.

Greater Midwest Financial Group first reported a position in JEPI in Q4 2023 and held it in 9 quarters. The position peaked at $17.2M in Q4 2023. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Greater Midwest Financial Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Greater Midwest Financial Group sold 54,804 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $3.14M.
Greater Midwest Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and held it in 9 quarters.
Greater Midwest Financial Group's JPMorgan Equity Premium Income ETF position peaked at $17.2M in Q4 2023.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Greater Midwest Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.