Key Financial Inc’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Key Financial Inc’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	$624K	Buy	11,046 +1,445	+15%	+$81.6K	0.1%	162
2026 Q1	$544K	Hold	9,601	–	–	0.1%	170
2025 Q4	$550K	Buy	9,601 +113	+1%	+$6.45K	0.1%	163
2025 Q3	$539K	Sell	9,488 -385	-4%	-$21.9K	0.1%	162
2025 Q2	$561K	Buy	9,873 +75	+0.8%	+$4.16K	0.11%	153
2025 Q1	$560K	Hold	9,798	–	–	0.12%	150
2024 Q4	$564K	Hold	9,798	–	–	0.13%	140
2024 Q3	$583K	Buy	9,798 +200	+2%	+$11.5K	0.13%	143
2024 Q2	$544K	Buy	9,598 +1,683	+21%	+$95.2K	0.13%	138
2024 Q1	$458K	Sell	7,915 -55	-0.7%	-$3.1K	0.12%	147
2023 Q4	$438K	Buy	7,970 +385	+5%	+$20.8K	0.12%	141
2023 Q3	$406K	Hold	7,585	–	–	0.14%	129
2023 Q2	$420K	Buy	7,585 +42	+0.6%	+$2.29K	0.14%	126
2023 Q1	$412K	Buy	+7,543	New	+$409K	0.15%	123

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 Financial Inc's JEPI Position: Q2 2026 in Review

Key Financial Inc increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 15% in Q2 2026, buying an estimated $81.6K and bringing the position to 11,046 shares worth $624K. The position accounts for 0.1% of the portfolio, ranked #162.

Key Financial Inc first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Key Financial Inc held 11,046 shares of JPMorgan Equity Premium Income ETF worth $624K as of Q2 2026.
Key Financial Inc bought 1,445 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $81.6K.
JPMorgan Equity Premium Income ETF made up 0.1% of Key Financial Inc's portfolio in Q2 2026, its #162 holding.
Key Financial Inc first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.