Key Client Fiduciary Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Key Client Fiduciary Advisors’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	$278K	Sell	4,915 -663	-12%	-$37.4K	0.08%	177
2026 Q1	$316K	Buy	+5,578	New	+$325K	0.11%	163
2025 Q3	–	Sell	-3,628	Closed	-$206K	–	227
2025 Q2	$206K	Buy	+3,628	New	+$201K	0.08%	189
2023 Q2	–	Sell	-3,725	Closed	-$203K	–	179
2023 Q1	$203K	Buy	+3,725	New	+$202K	0.13%	158

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

Key Client Fiduciary Advisors's JEPI Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 12% in Q2 2026, selling an estimated $37.4K and leaving 4,915 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #177.

Key Client Fiduciary Advisors first reported a position in JEPI in Q1 2023 and has held it in 4 quarters since. The position peaked at $316K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Key Client Fiduciary Advisors held 4,915 shares of JPMorgan Equity Premium Income ETF worth $278K as of Q2 2026.
Key Client Fiduciary Advisors sold 663 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $37.4K.
JPMorgan Equity Premium Income ETF made up 0.08% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #177 holding.
Key Client Fiduciary Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 4 quarters since.
Key Client Fiduciary Advisors's JPMorgan Equity Premium Income ETF position peaked at $316K in Q1 2026.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.