Legacy Financial Group (Iowa)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Legacy Financial Group (Iowa)’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
2025 Q3	–	Sell	-5,801	Closed	-$330K	–	121
2025 Q2	$330K	Sell	5,801 -3,333	-36%	-$185K	0.05%	95
2025 Q1	$522K	Sell	9,134 -528	-5%	-$30.8K	0.08%	72
2024 Q4	$556K	Buy	+9,662	New	+$574K	0.09%	72
2024 Q3	–	Sell	-5,804	Closed	-$329K	–	78
2024 Q2	$329K	Sell	5,804 -682	-11%	-$38.6K	0.06%	82
2024 Q1	$375K	Buy	+6,486	New	+$365K	0.08%	74
2023 Q4	–	Sell	-5,487	Closed	-$294K	–	281
2023 Q3	$294K	Buy	+5,487	New	+$302K	0.07%	77

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

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

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

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

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

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

NFA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Financial Group (Iowa)'s JEPI Position: Q3 2025 in Review

Legacy Financial Group (Iowa) sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2025, closing a stake of 5,801 shares — an estimated $330K sold.

Legacy Financial Group (Iowa) first reported a position in JEPI in Q3 2023 and held it in 6 quarters. The position peaked at $556K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

Legacy Financial Group (Iowa) reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 5,801 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $330K.
Legacy Financial Group (Iowa) first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and held it in 6 quarters.
Legacy Financial Group (Iowa)'s JPMorgan Equity Premium Income ETF position peaked at $556K in Q4 2024.
1,289 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q3 2025, filed 6 Jan 2026.