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

Larson Financial Group’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	$14.5M	Buy	256,056 +12,125	+5%	+$685K	0.38%	50
2026 Q1	$13.8M	Buy	243,931 +19,445	+9%	+$1.13M	0.44%	46
2025 Q4	$12.8M	Buy	224,486 +15,110	+7%	+$863K	0.43%	53
2025 Q3	$12M	Buy	209,376 +19,717	+10%	+$1.12M	0.42%	56
2025 Q2	$10.8M	Buy	189,659 +42,848	+29%	+$2.37M	0.43%	53
2025 Q1	$8.39M	Buy	146,811 +41,312	+39%	+$2.41M	0.4%	56
2024 Q4	$6.07M	Buy	105,499 +14,140	+15%	+$840K	0.31%	66
2024 Q3	$5.44M	Buy	91,359 +74,203	+433%	+$4.27M	0.31%	65
2024 Q2	$972K	Buy	17,156 +16,600	+2,986%	+$939K	0.07%	200
2024 Q1	$32.2K	Buy	556 +314	+130%	+$17.7K	﹤0.01%	789
2023 Q4	$13.3K	Sell	242 -1,867	-89%	-$101K	﹤0.01%	946
2023 Q3	$113K	Buy	2,109 +105	+5%	+$5.79K	0.01%	430
2023 Q2	$111K	Buy	2,004 +235	+13%	+$12.8K	0.01%	410
2023 Q1	$96.6K	Buy	1,769 +380	+27%	+$20.6K	0.01%	441
2022 Q4	$75.7K	Buy	+1,389	New	+$75.4K	0.01%	445

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

Larson Financial Group's JEPI Position: Q2 2026 in Review

Larson Financial Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 5% in Q2 2026, buying an estimated $685K and bringing the position to 256,056 shares worth $14.5M. The position accounts for 0.38% of the portfolio, ranked #50.

Larson Financial Group first reported a position in JEPI in Q4 2022 and has held it in 15 quarters since. 1,412 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Larson Financial Group held 256,056 shares of JPMorgan Equity Premium Income ETF worth $14.5M as of Q2 2026.
Larson Financial Group bought 12,125 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $685K.
JPMorgan Equity Premium Income ETF made up 0.38% of Larson Financial Group's portfolio in Q2 2026, its #50 holding.
Larson Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
1,412 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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