KFG Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

KFG Wealth Management’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	$7.71M	Buy	137,191 +15,423	+13%	+$880K	0.84%	21
2026 Q2	$6.88M	Buy	121,768 +14,525	+14%	+$820K	0.78%	24
2026 Q1	$6.08M	Buy	107,243 +17,558	+20%	+$1.02M	0.79%	23
2025 Q4	$5.13M	Buy	89,685 +15,927	+22%	+$909K	0.69%	26
2025 Q3	$4.21M	Buy	73,758 +20,332	+38%	+$1.15M	0.61%	30
2025 Q2	$3.04M	Buy	53,426 +11,359	+27%	+$629K	0.49%	35
2025 Q1	$2.4M	Buy	42,067 +12,385	+42%	+$722K	0.44%	38
2024 Q4	$1.71M	Buy	29,682 +4,493	+18%	+$267K	0.32%	49
2024 Q3	$1.5M	Buy	25,189 +2,115	+9%	+$122K	0.33%	52
2024 Q2	$1.31M	Buy	23,074 +7,597	+49%	+$430K	0.52%	40
2024 Q1	$896K	Buy	+15,477	New	+$872K	0.37%	55

Other funds holding JEPI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KFG Wealth Management's JEPI Position: Q3 2026 in Review

KFG Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 13% in Q3 2026, buying an estimated $880K and bringing the position to 137,191 shares worth $7.71M. The position accounts for 0.84% of the portfolio, ranked #21.

KFG Wealth Management first reported a position in JEPI in Q1 2024 and has held it in 11 quarters since. 1,269 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

KFG Wealth Management held 137,191 shares of JPMorgan Equity Premium Income ETF worth $7.71M as of Q3 2026.
KFG Wealth Management bought 15,423 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $880K.
JPMorgan Equity Premium Income ETF made up 0.84% of KFG Wealth Management's portfolio in Q3 2026, its #21 holding.
KFG Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 11 quarters since.
1,269 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.