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

Littlejohn Financial Services’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	$2.35M	Buy	41,595 +3,594	+9%	+$203K	1.71%	21
2026 Q1	$2.15M	Sell	38,001 -1,606	-4%	-$93.4K	1.62%	26
2025 Q4	$2.27M	Buy	39,607 +2,377	+6%	+$136K	1.67%	24
2025 Q3	$2.13M	Buy	37,230 +1,337	+4%	+$75.9K	1.55%	28
2025 Q2	$2.04M	Sell	35,893 -4,130	-10%	-$229K	1.58%	23
2025 Q1	$2.29M	Buy	40,023 +2,267	+6%	+$132K	1.81%	17
2024 Q4	$2.23M	Buy	+37,756	New	+$2.24M	2%	15

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Littlejohn Financial Services's JEPI Position: Q2 2026 in Review

Littlejohn Financial Services increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 9.5% in Q2 2026, buying an estimated $203K and bringing the position to 41,595 shares worth $2.35M. The position accounts for 1.71% of the portfolio, ranked #21.

Littlejohn Financial Services first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Littlejohn Financial Services held 41,595 shares of JPMorgan Equity Premium Income ETF worth $2.35M as of Q2 2026.
Littlejohn Financial Services bought 3,594 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $203K.
JPMorgan Equity Premium Income ETF made up 1.71% of Littlejohn Financial Services's portfolio in Q2 2026, its #21 holding.
Littlejohn Financial Services first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.