Hantz Financial Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Hantz Financial Services’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	$60K	Buy	1,069 +1	+0.1%	+$56	﹤0.01%	1594
2026 Q1	$61K	Sell	1,068 -57	-5%	-$3.32K	﹤0.01%	1481
2025 Q4	$64K	Sell	1,125 -9	-0.8%	-$514	﹤0.01%	1331
2025 Q3	$65K	Sell	1,134 -6,642	-85%	-$377K	﹤0.01%	1138
2025 Q2	$442K	Buy	7,776 +6,744	+653%	+$374K	0.01%	529
2025 Q1	$59K	Buy	1,032 +1	+0.1%	+$58	﹤0.01%	679
2024 Q4	$59K	Hold	1,031	–	–	﹤0.01%	650
2024 Q3	$61K	Buy	1,031 +1	+0.1%	+$58	﹤0.01%	644
2024 Q2	$58K	Buy	1,030 +1	+0.1%	+$57	﹤0.01%	646
2024 Q1	$60K	Sell	1,029 -349	-25%	-$19.7K	﹤0.01%	646
2023 Q4	$76K	Sell	1,378 -229	-14%	-$12.3K	﹤0.01%	617
2023 Q3	$86K	Buy	1,607 +780	+94%	+$43K	﹤0.01%	601
2023 Q2	$46K	Buy	827 +826	+82,600%	+$45.1K	﹤0.01%	633
2023 Q1	$0	Buy	+1	New	+$54	﹤0.01%	1159

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

Hantz Financial Services's JEPI Position: Q2 2026 in Review

Hantz Financial Services increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.09% in Q2 2026, buying an estimated $56 and bringing the position to 1,069 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Hantz Financial Services first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. The position peaked at $442K in Q2 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Hantz Financial Services held 1,069 shares of JPMorgan Equity Premium Income ETF worth $60K as of Q2 2026.
Hantz Financial Services bought 1 JPMorgan Equity Premium Income ETF share in Q2 2026, an estimated $56.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1594 holding.
Hantz Financial Services first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
Hantz Financial Services's JPMorgan Equity Premium Income ETF position peaked at $442K in Q2 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.