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 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 $1.89T 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

KFG Wealth Management's JEPI Position: Q2 2026 in Review

KFG Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 14% in Q2 2026, buying an estimated $820K and bringing the position to 121,768 shares worth $6.88M. The position accounts for 0.78% of the portfolio, ranked #24.

KFG Wealth Management first reported a position in JEPI in Q1 2024 and has held it in 10 quarters since. 1,412 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

KFG Wealth Management held 121,768 shares of JPMorgan Equity Premium Income ETF worth $6.88M as of Q2 2026.
KFG Wealth Management bought 14,525 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $820K.
JPMorgan Equity Premium Income ETF made up 0.78% of KFG Wealth Management's portfolio in Q2 2026, its #24 holding.
KFG Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
1,412 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.