Hofer & Associates’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Hofer & Associates’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 Q3	$771K	Buy	+13,708	New	+$782K	0.54%	43

Other funds holding JEPI

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Hofer & Associates's JEPI Position: Q3 2026 in Review

Hofer & Associates opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 13,708 shares worth $771K. The stake represents 0.54% of the portfolio and ranks #43 among its holdings.

462 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Hofer & Associates held 13,708 shares of JPMorgan Equity Premium Income ETF worth $771K as of Q3 2026.
JPMorgan Equity Premium Income ETF was a new Hofer & Associates position in Q3 2026.
JPMorgan Equity Premium Income ETF made up 0.54% of Hofer & Associates's portfolio in Q3 2026, its #43 holding.
462 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.