Lokken Investment Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Lokken Investment Group’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
2025 Q3	$2.22M	Buy	38,876 +2,738	+8%	+$155K	0.76%	31
2025 Q2	$2.05M	Buy	36,138 +8,788	+32%	+$487K	0.79%	32
2025 Q1	$1.56M	Buy	27,350 +2,727	+11%	+$159K	0.66%	41
2024 Q4	$1.42M	Buy	24,623 +3,420	+16%	+$203K	0.61%	41
2024 Q3	$1.26M	Buy	21,203 +1,851	+10%	+$106K	0.53%	50
2024 Q2	$1.1M	Buy	19,352 +602	+3%	+$34.1K	0.52%	50
2024 Q1	$1.08M	Buy	18,750 +2,329	+14%	+$131K	0.54%	47
2023 Q4	$903K	Buy	16,421 +5,206	+46%	+$281K	0.51%	53
2023 Q3	$601K	Buy	11,215 +3,207	+40%	+$177K	0.39%	59
2023 Q2	$443K	Buy	8,008 +1,049	+15%	+$57.3K	0.29%	77
2023 Q1	$380K	Buy	+6,959	New	+$378K	0.29%	86

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

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

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

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lokken Investment Group's JEPI Position: Q3 2025 in Review

Lokken Investment Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.6% in Q3 2025, buying an estimated $155K and bringing the position to 38,876 shares worth $2.22M. The position accounts for 0.76% of the portfolio, ranked #31.

Lokken Investment Group first reported a position in JEPI in Q1 2023 and has held it in 11 quarters since. 1,292 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

Lokken Investment Group held 38,876 shares of JPMorgan Equity Premium Income ETF worth $2.22M as of Q3 2025.
Lokken Investment Group bought 2,738 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $155K.
JPMorgan Equity Premium Income ETF made up 0.76% of Lokken Investment Group's portfolio in Q3 2025, its #31 holding.
Lokken Investment Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 11 quarters since.
1,292 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.