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

Mayflower Financial Advisors’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	$1.65M	Sell	29,190 -1,374	-4%	-$77.6K	0.14%	131
2026 Q1	$1.73M	Buy	30,564 +209	+0.7%	+$12.2K	0.21%	111
2025 Q4	$1.74M	Sell	30,355 -1,016	-3%	-$58K	0.21%	104
2025 Q3	$1.79M	Sell	31,371 -463	-1%	-$26.3K	0.22%	105
2025 Q2	$1.81M	Sell	31,834 -836	-3%	-$46.3K	0.25%	96
2025 Q1	$1.87M	Buy	32,670 +1,195	+4%	+$69.6K	0.28%	85
2024 Q4	$1.81M	Buy	31,475 +1,336	+4%	+$79.3K	0.27%	84
2024 Q3	$1.79M	Buy	30,139 +2,865	+11%	+$165K	0.27%	86
2024 Q2	$1.55M	Buy	27,274 +1,314	+5%	+$74.3K	0.25%	94
2024 Q1	$1.5M	Buy	25,960 +7,983	+44%	+$450K	0.25%	94
2023 Q4	$988K	Buy	17,977 +3,719	+26%	+$201K	0.14%	136
2023 Q3	$764K	Buy	14,258 +4,485	+46%	+$247K	0.11%	143
2023 Q2	$541K	Buy	+9,773	New	+$534K	0.07%	192

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

Mayflower Financial Advisors's JEPI Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.5% in Q2 2026, selling an estimated $77.6K and leaving 29,190 shares worth $1.65M. The position accounts for 0.14% of the portfolio, ranked #131.

Mayflower Financial Advisors first reported a position in JEPI in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.87M in Q1 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Mayflower Financial Advisors held 29,190 shares of JPMorgan Equity Premium Income ETF worth $1.65M as of Q2 2026.
Mayflower Financial Advisors sold 1,374 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $77.6K.
JPMorgan Equity Premium Income ETF made up 0.14% of Mayflower Financial Advisors's portfolio in Q2 2026, its #131 holding.
Mayflower Financial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
Mayflower Financial Advisors's JPMorgan Equity Premium Income ETF position peaked at $1.87M in Q1 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.