Johnson Financial Group Inc (Wisconsin)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$23.4K	Hold	415	–	–	﹤0.01%	548
2026 Q1	$23.5K	Buy	+415	New	+$24.1K	﹤0.01%	546
2025 Q4	–	Sell	-1,105	Closed	-$63.1K	–	922
2025 Q3	$63.1K	Hold	1,105	–	–	﹤0.01%	553
2025 Q2	$62.8K	Buy	+1,105	New	+$61.2K	﹤0.01%	436
2024 Q3	–	Sell	-394	Closed	-$22.3K	–	980
2024 Q2	$22.3K	Buy	+394	New	+$22.3K	﹤0.01%	513
2023 Q3	–	Sell	-1,230	Closed	-$68.1K	–	668
2023 Q2	$68.1K	Buy	+1,230	New	+$67.2K	﹤0.01%	378

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

Johnson Financial Group Inc (Wisconsin)'s JEPI Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 415 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Johnson Financial Group Inc (Wisconsin) first reported a position in JEPI in Q2 2023 and has held it in 6 quarters since. The position peaked at $68.1K in Q2 2023. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 415 shares of JPMorgan Equity Premium Income ETF worth $23.4K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #548 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 6 quarters since.
Johnson Financial Group Inc (Wisconsin)'s JPMorgan Equity Premium Income ETF position peaked at $68.1K in Q2 2023.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.