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Lloyd Advisory Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Lloyd Advisory 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 		– Sell
-250
Closed -$14.2K – 827
2026
Q1 		$14.2K Buy
+250
New +$14.5K ﹤0.01% 434
2025
Q4 		– Hold
0
– – – 550

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Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lloyd Advisory Services's JEPI Position: Q2 2026 in Review

Lloyd Advisory Services sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 250 shares — an estimated $14.2K sold.

Lloyd Advisory Services first reported a position in JEPI in Q1 2026 and held it in 1 quarter. The position peaked at $14.2K in Q1 2026. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Lloyd Advisory Services reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 250 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $14.2K.
  • Lloyd Advisory Services first reported a position in JPMorgan Equity Premium Income ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's JPMorgan Equity Premium Income ETF position peaked at $14.2K in Q1 2026.
  • 1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.