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 Q2	$526K	Sell	9,312 -150	-2%	-$8.47K	0.07%	120
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 $1.89T 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

KKM Financial's JEPI Position: Q2 2026 in Review

KKM Financial reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.6% in Q2 2026, selling an estimated $8.47K and leaving 9,312 shares worth $526K. The position accounts for 0.07% of the portfolio, ranked #120.

KKM Financial first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q1 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

KKM Financial held 9,312 shares of JPMorgan Equity Premium Income ETF worth $526K as of Q2 2026.
KKM Financial sold 150 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $8.47K.
JPMorgan Equity Premium Income ETF made up 0.07% of KKM Financial's portfolio in Q2 2026, its #120 holding.
KKM Financial first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
KKM Financial's JPMorgan Equity Premium Income ETF position peaked at $1.15M in Q1 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.