Kavar Capital Partners Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Kavar Capital Partners Group’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	$214K	Buy	3,793 +159	+4%	+$8.98K	0.03%	196
2026 Q1	$206K	Buy	3,634 +50	+1%	+$2.91K	0.03%	206
2025 Q4	$205K	Buy	+3,584	New	+$205K	0.03%	183
2023 Q2	–	Sell	-12,200	Closed	-$666K	–	155
2023 Q1	$666K	Buy	+12,200	New	+$662K	0.14%	96

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

Kavar Capital Partners Group's JEPI Position: Q2 2026 in Review

Kavar Capital Partners Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.4% in Q2 2026, buying an estimated $8.98K and bringing the position to 3,793 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #196.

Kavar Capital Partners Group first reported a position in JEPI in Q1 2023 and has held it in 4 quarters since. The position peaked at $666K in Q1 2023. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Kavar Capital Partners Group held 3,793 shares of JPMorgan Equity Premium Income ETF worth $214K as of Q2 2026.
Kavar Capital Partners Group bought 159 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $8.98K.
JPMorgan Equity Premium Income ETF made up 0.03% of Kavar Capital Partners Group's portfolio in Q2 2026, its #196 holding.
Kavar Capital Partners Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 4 quarters since.
Kavar Capital Partners Group's JPMorgan Equity Premium Income ETF position peaked at $666K in Q1 2023.
1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.