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

LifeSteps Financial’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	$2.26K	Buy	+40	New	+$2.26K	﹤0.01%	659

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

LifeSteps Financial's JEPI Position: Q2 2026 in Review

LifeSteps Financial opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 40 shares worth $2.26K. The stake represents ﹤0.01% of the portfolio and ranks #659 among its holdings.

693 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

LifeSteps Financial held 40 shares of JPMorgan Equity Premium Income ETF worth $2.26K as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new LifeSteps Financial position in Q2 2026.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #659 holding.
693 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.