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

Leverty 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 		– Sell
-4,176
Closed -$237K – 51
2026
Q1 		$237K Sell
4,176
-215
-5% -$12.5K 0.05% 38
2025
Q4 		$251K Buy
4,391
+781
+22% +$44.6K 0.06% 40
2025
Q3 		$206K Sell
3,610
-478
-12% -$27.1K 0.05% 41
2025
Q2 		$232K Buy
+4,088
New +$226K 0.07% 36
2025
Q1 		– Sell
-513,776
Closed -$29.6M – 45
2024
Q4 		$29.6M Buy
513,776
+9,069
+2% +$539K 15.04% 3
2024
Q3 		$30M Sell
504,707
-5,939
-1% -$342K 16.41% 3
2024
Q2 		$28.9M Buy
510,646
+35,845
+8% +$2.03M 17.12% 3
2024
Q1 		$27.5M Sell
474,801
-36,262
-7% -$2.04M 16.39% 3
2023
Q4 		$28.1M Buy
511,063
+21,782
+4% +$1.17M 17.82% 3
2023
Q3 		$26.2M Buy
489,281
+175,340
+56% +$9.66M 19.03% 2
2023
Q2 		$17.4M Buy
313,941
+14,185
+5% +$775K 12.66% 4
2023
Q1 		$16.4M Buy
299,756
+18,279
+6% +$992K 12.85% 4
2022
Q4 		$15.3M Buy
+281,477
New +$15.3M 13.12% 4

Other funds holding JEPI

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

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

Leverty Financial Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 4,176 shares — an estimated $237K sold.

Leverty Financial Group first reported a position in JEPI in Q4 2022 and held it in 13 quarters. The position peaked at $30M in Q3 2024. 256 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Leverty Financial Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Leverty Financial Group sold 4,176 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $237K.
  • Leverty Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and held it in 13 quarters.
  • Leverty Financial Group's JPMorgan Equity Premium Income ETF position peaked at $30M in Q3 2024.
  • 256 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.