Houlihan Financial Resource Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Houlihan Financial Resource 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 Q2	$2.54M	Buy	45,023 +1,696	+4%	+$95.8K	0.91%	35
2026 Q1	$2.46M	Buy	43,327 +2,247	+5%	+$131K	0.96%	35
2025 Q4	$2.38M	Buy	41,080 +33,355	+432%	+$1.9M	0.9%	35
2025 Q3	$441K	Sell	7,725 -1,175	-13%	-$66.7K	0.39%	54
2025 Q2	$503K	Buy	+8,900	New	+$493K	0.21%	72

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

Houlihan Financial Resource Group's JEPI Position: Q2 2026 in Review

Houlihan Financial Resource Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.9% in Q2 2026, buying an estimated $95.8K and bringing the position to 45,023 shares worth $2.54M. The position accounts for 0.91% of the portfolio, ranked #35.

Houlihan Financial Resource Group first reported a position in JEPI in Q2 2025 and has held it in 5 quarters since. 1,412 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Houlihan Financial Resource Group held 45,023 shares of JPMorgan Equity Premium Income ETF worth $2.54M as of Q2 2026.
Houlihan Financial Resource Group bought 1,696 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $95.8K.
JPMorgan Equity Premium Income ETF made up 0.91% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #35 holding.
Houlihan Financial Resource Group first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
1,412 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.