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Matthew Goff Investment Advisor’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Matthew Goff Investment Advisor’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
-252,742
Closed -$12.8M – 102
2026
Q1 		$12.8M Buy
+252,742
New +$14.7M 2.13% 16

Other funds holding JEPI

TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Matthew Goff Investment Advisor's JEPI Position: Q2 2026 in Review

Matthew Goff Investment Advisor sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 252,742 shares — an estimated $12.8M sold.

Matthew Goff Investment Advisor first reported a position in JEPI in Q1 2026 and held it in 1 quarter. The position peaked at $12.8M in Q1 2026. 352 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Matthew Goff Investment Advisor reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 252,742 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $12.8M.
  • Matthew Goff Investment Advisor first reported a position in JPMorgan Equity Premium Income ETF in Q1 2026 and held it in 1 quarter.
  • Matthew Goff Investment Advisor's JPMorgan Equity Premium Income ETF position peaked at $12.8M in Q1 2026.
  • 352 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.