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

Hughes 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
2025
Q2 		– Sell
-1,529
Closed -$86.8K – 1144
2025
Q1 		$86.8K Buy
+1,529
New +$89.1K 0.02% 117

Other funds holding JEPI

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hughes Financial Services's JEPI Position: Q2 2025 in Review

Hughes Financial Services sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2025, closing a stake of 1,529 shares — an estimated $86.8K sold.

Hughes Financial Services first reported a position in JEPI in Q1 2025 and held it in 1 quarter. The position peaked at $86.8K in Q1 2025. 1,283 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

  • Hughes Financial Services reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
  • Hughes Financial Services sold 1,529 JPMorgan Equity Premium Income ETF shares in Q2 2025, an estimated $86.8K.
  • Hughes Financial Services first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and held it in 1 quarter.
  • Hughes Financial Services's JPMorgan Equity Premium Income ETF position peaked at $86.8K in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Hughes Financial Services's 13F filing for Q2 2025, filed 7 Aug 2025.