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MJT & Associates Financial Advisory’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$62 Hold
2
– – ﹤0.01% 432
2026
Q2 		$62 Hold
2
– – ﹤0.01% 459
2026
Q1 		$63 Sell
2
-2
-50% -$116 ﹤0.01% 437
2025
Q4 		$219 Hold
4
– – ﹤0.01% 432
2025
Q3 		$219 Hold
4
– – ﹤0.01% 446
2025
Q2 		$217 Hold
4
– – ﹤0.01% 455
2025
Q1 		$219 Buy
+4
New +$233 ﹤0.01% 462

Other funds holding JEPI

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
IFS
Integrated Financial Solutions Reston, Virginia $195M AUM 46.13% 1-Year Est. Return

MJT & Associates Financial Advisory's JEPI Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q3 2026 at 2 shares worth $62. The position accounts for ﹤0.01% of the portfolio, ranked #432.

MJT & Associates Financial Advisory first reported a position in JEPI in Q1 2025 and has held it in 7 quarters since. The position peaked at $219 in Q4 2025. 67 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • MJT & Associates Financial Advisory held 2 shares of JPMorgan Equity Premium Income ETF worth $62 as of Q3 2026.
  • MJT & Associates Financial Advisory left its JPMorgan Equity Premium Income ETF share count unchanged in Q3 2026.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #432 holding.
  • MJT & Associates Financial Advisory first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's JPMorgan Equity Premium Income ETF position peaked at $219 in Q4 2025.
  • 67 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.