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

LifeGoal Wealth 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 Q3	$333K	Buy	5,917 +57	+1%	+$3.25K	0.1%	123
2026 Q2	$331K	Buy	+5,860	New	+$331K	0.15%	90
2025 Q4	–	Sell	-3,601	Closed	-$206K	–	77
2025 Q3	$206K	Sell	3,601 -194	-5%	-$11K	0.17%	68
2025 Q2	$215K	Buy	+3,795	New	+$210K	0.2%	61

Other funds holding JEPI

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LifeGoal Wealth Advisors's JEPI Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.97% in Q3 2026, buying an estimated $3.25K and bringing the position to 5,917 shares worth $333K. The position accounts for 0.1% of the portfolio, ranked #123.

LifeGoal Wealth Advisors first reported a position in JEPI in Q2 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

LifeGoal Wealth Advisors held 5,917 shares of JPMorgan Equity Premium Income ETF worth $333K as of Q3 2026.
LifeGoal Wealth Advisors bought 57 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $3.25K.
JPMorgan Equity Premium Income ETF made up 0.1% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #123 holding.
LifeGoal Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 4 quarters since.
74 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.