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

LexAurum 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	$3.16M	Buy	56,007 +443	+0.8%	+$25K	0.37%	58
2026 Q1	$3.15M	Buy	+55,564	New	+$3.23M	0.41%	48
2025 Q3	$3.27M	Buy	57,191 +3,674	+7%	+$209K	0.46%	46
2025 Q2	$3.04M	Buy	53,517 +10,367	+24%	+$574K	0.48%	42
2025 Q1	$2.47M	Buy	43,150 +10,568	+32%	+$616K	0.47%	41
2024 Q4	$1.87M	Buy	32,582 +3,626	+13%	+$215K	0.37%	52
2024 Q3	$1.72M	Buy	28,956 +207	+0.7%	+$11.9K	0.38%	51
2024 Q2	$1.63M	Sell	28,749 -124	-0.4%	-$7.01K	0.4%	50
2024 Q1	$1.67M	Buy	28,873 +1,057	+4%	+$59.5K	0.42%	48
2023 Q4	$1.53M	Buy	27,816 +333	+1%	+$18K	0.4%	53
2023 Q3	$1.47M	Buy	+27,483	New	+$1.51M	0.43%	48

Other funds holding JEPI

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LexAurum Advisors's JEPI Position: Q2 2026 in Review

LexAurum Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.8% in Q2 2026, buying an estimated $25K and bringing the position to 56,007 shares worth $3.16M. The position accounts for 0.37% of the portfolio, ranked #58.

LexAurum Advisors first reported a position in JEPI in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.27M in Q3 2025. 732 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

LexAurum Advisors held 56,007 shares of JPMorgan Equity Premium Income ETF worth $3.16M as of Q2 2026.
LexAurum Advisors bought 443 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $25K.
JPMorgan Equity Premium Income ETF made up 0.37% of LexAurum Advisors's portfolio in Q2 2026, its #58 holding.
LexAurum Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 11 quarters since.
LexAurum Advisors's JPMorgan Equity Premium Income ETF position peaked at $3.27M in Q3 2025.
732 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.