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

Guardian 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	$1.98K	Buy	+35	New	+$1.98K	﹤0.01%	375

Other funds holding JEPI

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Guardian Partners's JEPI Position: Q2 2026 in Review

Guardian Partners opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 35 shares worth $1.98K. The stake represents ﹤0.01% of the portfolio and ranks #375 among its holdings.

669 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Guardian Partners held 35 shares of JPMorgan Equity Premium Income ETF worth $1.98K as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Guardian Partners position in Q2 2026.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Guardian Partners's portfolio in Q2 2026, its #375 holding.
669 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.