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J. Team Financial’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

J. Team Financial’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 		$5.48M Buy
97,071
+11,345
+13% +$641K 5.33% 3
2026
Q1 		$4.86M Sell
85,726
-7,915
-8% -$460K 5.44% 4
2025
Q4 		$5.36M Buy
93,641
+2,128
+2% +$122K 5.36% 4
2025
Q3 		$5.23M Buy
+91,513
New +$5.2M 5.3% 6

Other funds holding JEPI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

J. Team Financial's JEPI Position: Q2 2026 in Review

J. Team Financial increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 13% in Q2 2026, buying an estimated $641K and bringing the position to 97,071 shares worth $5.48M. The position accounts for 5.33% of the portfolio, ranked #3.

J. Team Financial first reported a position in JEPI in Q3 2025 and has held it in 4 quarters since. 937 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • J. Team Financial held 97,071 shares of JPMorgan Equity Premium Income ETF worth $5.48M as of Q2 2026.
  • J. Team Financial bought 11,345 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $641K.
  • JPMorgan Equity Premium Income ETF made up 5.33% of J. Team Financial's portfolio in Q2 2026, its #3 holding.
  • J. Team Financial first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 937 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.