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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$677K Buy
11,992
+5,415
+82% +$306K 0.3% 44
2026
Q1
$373K Buy
6,577
+67
+1% +$3.9K 0.19% 35
2025
Q4
$373K Buy
6,510
+431
+7% +$24.6K 0.2% 34
2025
Q3
$347K Buy
6,079
+2,039
+50% +$116K 0.18% 35
2025
Q2
$230K Buy
+4,040
New +$224K 0.14% 36

Other funds holding JEPI

Mission Hills Financial Advisory's JEPI Position: Q2 2026 in Review

Mission Hills Financial Advisory increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 82% in Q2 2026, buying an estimated $306K and bringing the position to 11,992 shares worth $677K. The position accounts for 0.3% of the portfolio, ranked #44.

Mission Hills Financial Advisory first reported a position in JEPI in Q2 2025 and has held it in 5 quarters since. 1,410 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Mission Hills Financial Advisory held 11,992 shares of JPMorgan Equity Premium Income ETF worth $677K as of Q2 2026.
  • Mission Hills Financial Advisory bought 5,415 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $306K.
  • JPMorgan Equity Premium Income ETF made up 0.3% of Mission Hills Financial Advisory's portfolio in Q2 2026, its #44 holding.
  • Mission Hills Financial Advisory first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,410 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.