KFS
JEPI icon

Kaizen Financial Strategies’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Kaizen Financial Strategies’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 		$251K Sell
4,471
-250
-5% -$14.1K 0.08% 152
2026
Q1 		$272K Buy
4,721
+1,078
+30% +$62.7K 0.12% 137
2025
Q4 		$209K Buy
+3,643
New +$208K 0.09% 159

Other funds holding JEPI

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
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
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Kaizen Financial Strategies's JEPI Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.3% in Q2 2026, selling an estimated $14.1K and leaving 4,471 shares worth $251K. The position accounts for 0.08% of the portfolio, ranked #152.

Kaizen Financial Strategies first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $272K in Q1 2026. 705 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Kaizen Financial Strategies held 4,471 shares of JPMorgan Equity Premium Income ETF worth $251K as of Q2 2026.
  • Kaizen Financial Strategies sold 250 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $14.1K.
  • JPMorgan Equity Premium Income ETF made up 0.08% of Kaizen Financial Strategies's portfolio in Q2 2026, its #152 holding.
  • Kaizen Financial Strategies first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Kaizen Financial Strategies's JPMorgan Equity Premium Income ETF position peaked at $272K in Q1 2026.
  • 705 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.