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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
Q3 		$250K Buy
+4,451
New +$254K 0.06% 136
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

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

KFA Private Wealth Group's JEPI Position: Q3 2026 in Review

KFA Private Wealth Group opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 4,451 shares worth $250K. The stake represents 0.06% of the portfolio and ranks #136 among its holdings. This is a return to the name: KFA Private Wealth Group previously reported a position in JEPI as recently as Q1 2026.

KFA Private Wealth Group first reported a position in JEPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $653K in Q3 2025. 74 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • KFA Private Wealth Group held 4,451 shares of JPMorgan Equity Premium Income ETF worth $250K as of Q3 2026.
  • JPMorgan Equity Premium Income ETF was a new KFA Private Wealth Group position in Q3 2026.
  • JPMorgan Equity Premium Income ETF made up 0.06% of KFA Private Wealth Group's portfolio in Q3 2026, its #136 holding.
  • KFA Private Wealth Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
  • KFA Private Wealth Group's JPMorgan Equity Premium Income ETF position peaked at $653K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.