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 Q2	$793K	Buy	14,043 +512	+4%	+$28.9K	0.48%	50
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 $1.89T 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

Laraway Financial Advisors's JEPI Position: Q2 2026 in Review

Laraway Financial Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.8% in Q2 2026, buying an estimated $28.9K and bringing the position to 14,043 shares worth $793K. The position accounts for 0.48% of the portfolio, ranked #50.

Laraway Financial Advisors 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.

Laraway Financial Advisors held 14,043 shares of JPMorgan Equity Premium Income ETF worth $793K as of Q2 2026.
Laraway Financial Advisors bought 512 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $28.9K.
JPMorgan Equity Premium Income ETF made up 0.48% of Laraway Financial Advisors's portfolio in Q2 2026, its #50 holding.
Laraway Financial Advisors 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 Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.