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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
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

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

LifeGoal Wealth Advisors's JEPI Position: Q2 2026 in Review

LifeGoal Wealth Advisors opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 5,860 shares worth $331K. The stake represents 0.15% of the portfolio and ranks #90 among its holdings. This is a return to the name: LifeGoal Wealth Advisors previously reported a position in JEPI as recently as Q3 2025.

LifeGoal Wealth Advisors first reported a position in JEPI in Q2 2025 and has held it in 3 quarters since. 734 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • LifeGoal Wealth Advisors held 5,860 shares of JPMorgan Equity Premium Income ETF worth $331K as of Q2 2026.
  • JPMorgan Equity Premium Income ETF was a new LifeGoal Wealth Advisors position in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.15% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • LifeGoal Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 3 quarters since.
  • 734 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.