Integrated Financial Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Integrated Financial Solutions’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	$4.87M	Buy	86,245 +6,900	+9%	+$390K	2.63%	9
2026 Q1	$4.5M	Buy	79,345 +7,250	+10%	+$422K	3.12%	6
2025 Q4	$4.13M	Buy	72,095 +17,800	+33%	+$1.02M	2.47%	11
2025 Q3	$3.1M	Buy	54,295 +1,133	+2%	+$64.3K	2.14%	12
2025 Q2	$3.02M	Buy	+53,162	New	+$2.94M	2.57%	10

Other funds holding JEPI

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return

Integrated Financial Solutions's JEPI Position: Q2 2026 in Review

Integrated Financial Solutions increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.7% in Q2 2026, buying an estimated $390K and bringing the position to 86,245 shares worth $4.87M. The position accounts for 2.63% of the portfolio, ranked #9.

Integrated Financial Solutions first reported a position in JEPI in Q2 2025 and has held it in 5 quarters since. 430 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Integrated Financial Solutions held 86,245 shares of JPMorgan Equity Premium Income ETF worth $4.87M as of Q2 2026.
Integrated Financial Solutions bought 6,900 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $390K.
JPMorgan Equity Premium Income ETF made up 2.63% of Integrated Financial Solutions's portfolio in Q2 2026, its #9 holding.
Integrated Financial Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
430 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Integrated Financial Solutions's 13F filing for Q2 2026, filed 16 Jul 2026.