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

Laraway Financial Advisors’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	$767K	Buy	13,531 +985	+8%	+$57.3K	0.54%	44
2025 Q4	$718K	Buy	12,546 +2,610	+26%	+$149K	0.47%	50
2025 Q3	$567K	Buy	9,936 +1,751	+21%	+$99.4K	0.39%	62
2025 Q2	$465K	Buy	8,185 +260	+3%	+$14.4K	0.35%	68
2025 Q1	$453K	Buy	7,925 +1,050	+15%	+$61.2K	0.36%	70
2024 Q4	$396K	Buy	6,875 +250	+4%	+$14.8K	0.3%	76
2024 Q3	$394K	Buy	6,625 +2,005	+43%	+$115K	0.31%	74
2024 Q2	$262K	Hold	4,620	–	–	0.22%	94
2024 Q1	$267K	Buy	+4,620	New	+$260K	0.24%	96

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

Laraway Financial Advisors's JEPI Position: Q1 2026 in Review

Laraway Financial Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.9% in Q1 2026, buying an estimated $57.3K and bringing the position to 13,531 shares worth $767K. The position accounts for 0.54% of the portfolio, ranked #44.

Laraway Financial Advisors first reported a position in JEPI in Q1 2024 and has held it in 9 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Laraway Financial Advisors held 13,531 shares of JPMorgan Equity Premium Income ETF worth $767K as of Q1 2026.
Laraway Financial Advisors bought 985 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $57.3K.
JPMorgan Equity Premium Income ETF made up 0.54% of Laraway Financial Advisors's portfolio in Q1 2026, its #44 holding.
Laraway Financial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.