KFA Private Wealth Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

KFA Private Wealth 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	–	Sell	-10,245	Closed	-$581K	–	165
2026 Q1	$581K	Buy	10,245 +730	+8%	+$42.5K	0.14%	76
2025 Q4	$545K	Sell	9,515 -1,925	-17%	-$110K	0.13%	76
2025 Q3	$653K	Buy	11,440 +626	+6%	+$35.5K	0.19%	61
2025 Q2	$615K	Buy	10,814 +3,700	+52%	+$205K	0.19%	63
2025 Q1	$406K	Buy	+7,114	New	+$414K	0.14%	72

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

KFA Private Wealth Group's JEPI Position: Q2 2026 in Review

KFA Private Wealth Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 10,245 shares — an estimated $581K sold.

KFA Private Wealth Group first reported a position in JEPI in Q1 2025 and held it in 5 quarters. The position peaked at $653K in Q3 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

KFA Private Wealth Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
KFA Private Wealth Group sold 10,245 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $581K.
KFA Private Wealth Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and held it in 5 quarters.
KFA Private Wealth Group's JPMorgan Equity Premium Income ETF position peaked at $653K in Q3 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.