LGT Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Bought
Maintained
Sold
Other funds holding JEPI
NFA
LGT Financial Advisors's JEPI Position: Q1 2026 in Review
LGT Financial Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.8% in Q1 2026, buying an estimated $150K and bringing the position to 40,625 shares worth $2.3M. The position accounts for 11.8% of the portfolio, ranked #2.
LGT Financial Advisors first reported a position in JEPI in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.37M in Q2 2025. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.
- LGT Financial Advisors held 40,625 shares of JPMorgan Equity Premium Income ETF worth $2.3M as of Q1 2026.
- LGT Financial Advisors bought 2,577 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $150K.
- JPMorgan Equity Premium Income ETF made up 11.8% of LGT Financial Advisors's portfolio in Q1 2026, its #2 holding.
- LGT Financial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
- LGT Financial Advisors's JPMorgan Equity Premium Income ETF position peaked at $2.37M in Q2 2025.
- 1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.
Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.