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

Guardian Financial Partners’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	$2.68M	Buy	47,385 +2,317	+5%	+$131K	1.04%	26
2026 Q1	$2.55M	Sell	45,068 -182	-0.4%	-$10.6K	1.08%	25
2025 Q4	$2.59M	Sell	45,250 -2,706	-6%	-$155K	1.09%	25
2025 Q3	$2.74M	Buy	47,956 +2,907	+6%	+$165K	1.16%	23
2025 Q2	$2.56M	Buy	45,049 +2,470	+6%	+$137K	1.15%	23
2025 Q1	$2.43M	Buy	42,579 +2,977	+8%	+$173K	1.16%	21
2024 Q4	$2.28M	Buy	39,602 +3,206	+9%	+$190K	1.35%	21
2024 Q3	$2.17M	Buy	36,396 +2,982	+9%	+$172K	1.35%	20
2024 Q2	$1.89M	Buy	33,414 +2,407	+8%	+$136K	1.26%	21
2024 Q1	$1.79M	Sell	31,007 -44,951	-59%	-$2.53M	1.23%	20
2023 Q4	$4.18M	Buy	75,958 +8,230	+12%	+$444K	3.43%	11
2023 Q3	$3.63M	Buy	67,728 +12,255	+22%	+$675K	3.41%	9
2023 Q2	$3.07M	Buy	55,473 +18,515	+50%	+$1.01M	8.93%	4
2023 Q1	$2.02M	Buy	36,958 +20,720	+128%	+$1.12M	2.03%	14
2022 Q4	$885K	Buy	+16,238	New	+$882K	0.94%	19

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

Guardian Financial Partners's JEPI Position: Q2 2026 in Review

Guardian Financial Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.1% in Q2 2026, buying an estimated $131K and bringing the position to 47,385 shares worth $2.68M. The position accounts for 1.04% of the portfolio, ranked #26.

Guardian Financial Partners first reported a position in JEPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.18M in Q4 2023. 1,405 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Guardian Financial Partners held 47,385 shares of JPMorgan Equity Premium Income ETF worth $2.68M as of Q2 2026.
Guardian Financial Partners bought 2,317 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $131K.
JPMorgan Equity Premium Income ETF made up 1.04% of Guardian Financial Partners's portfolio in Q2 2026, its #26 holding.
Guardian Financial Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
Guardian Financial Partners's JPMorgan Equity Premium Income ETF position peaked at $4.18M in Q4 2023.
1,405 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.