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Mission Financial Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Mission Financial 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
2026
Q2 		$1.05M Buy
+18,635
New +$1.05M 0.87% 31
2025
Q1 		$1.09M Buy
+19,307
New +$1.12M 1.01% 24
2021
Q4 		$1.32M Buy
+23,123
New +$1.42M 1.23% 18

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

Mission Financial Group's JEPI Position: Q2 2026 in Review

Mission Financial Group opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 18,635 shares worth $1.05M. The stake represents 0.87% of the portfolio and ranks #31 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in JEPI as recently as Q1 2025.

Mission Financial Group first reported a position in JEPI in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.32M in Q4 2021. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Mission Financial Group held 18,635 shares of JPMorgan Equity Premium Income ETF worth $1.05M as of Q2 2026.
  • JPMorgan Equity Premium Income ETF was a new Mission Financial Group position in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.87% of Mission Financial Group's portfolio in Q2 2026, its #31 holding.
  • Mission Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 3 quarters since.
  • Mission Financial Group's JPMorgan Equity Premium Income ETF position peaked at $1.32M in Q4 2021.
  • 1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.