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

KKM Financial’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 Q1	$542K	Hold	9,462	–	–	0.1%	118
2025 Q4	$542K	Sell	9,462 -1,080	-10%	-$61.7K	0.1%	118
2025 Q3	$602K	Sell	10,542 -3,720	-26%	-$211K	0.19%	87
2025 Q2	$811K	Sell	14,262 -5,832	-29%	-$323K	0.28%	80
2025 Q1	$1.15M	Buy	20,094 +1,125	+6%	+$65.5K	0.49%	63
2024 Q4	$1.09M	Buy	18,969 +4,034	+27%	+$240K	0.45%	63
2024 Q3	$889K	Sell	14,935 -30	-0.2%	-$1.73K	0.44%	64
2024 Q2	$848K	Sell	14,965 -3,469	-19%	-$196K	0.4%	68
2024 Q1	$1.07M	Buy	18,434 +175	+1%	+$9.86K	0.52%	65
2023 Q4	$1M	Buy	+18,259	New	+$985K	0.63%	57

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KKM Financial's JEPI Position: Q1 2026 in Review

KKM Financial held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q1 2026 at 9,462 shares worth $542K. The position accounts for 0.1% of the portfolio, ranked #118.

KKM Financial first reported a position in JEPI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.15M in Q1 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

KKM Financial held 9,462 shares of JPMorgan Equity Premium Income ETF worth $542K as of Q1 2026.
KKM Financial left its JPMorgan Equity Premium Income ETF share count unchanged in Q1 2026.
JPMorgan Equity Premium Income ETF made up 0.1% of KKM Financial's portfolio in Q1 2026, its #118 holding.
KKM Financial first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
KKM Financial's JPMorgan Equity Premium Income ETF position peaked at $1.15M in Q1 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.