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JEPI icon

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

NavPoint Financial’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 		$363K Buy
6,431
+99
+2% +$5.59K 0.13% 56
2026
Q1 		$359K Buy
6,332
+85
+1% +$4.95K 0.15% 54
2025
Q4 		$358K Buy
6,247
+1,098
+21% +$62.7K 0.15% 58
2025
Q3 		$294K Buy
5,149
+798
+18% +$45.3K 0.15% 55
2025
Q2 		$247K Buy
4,351
+106
+2% +$5.87K 0.15% 53
2025
Q1 		$243K Buy
+4,245
New +$247K 0.17% 52

Other funds holding JEPI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

NavPoint Financial's JEPI Position: Q2 2026 in Review

NavPoint Financial increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.6% in Q2 2026, buying an estimated $5.59K and bringing the position to 6,431 shares worth $363K. The position accounts for 0.13% of the portfolio, ranked #56.

NavPoint Financial first reported a position in JEPI in Q1 2025 and has held it in 6 quarters since. 880 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • NavPoint Financial held 6,431 shares of JPMorgan Equity Premium Income ETF worth $363K as of Q2 2026.
  • NavPoint Financial bought 99 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $5.59K.
  • JPMorgan Equity Premium Income ETF made up 0.13% of NavPoint Financial's portfolio in Q2 2026, its #56 holding.
  • NavPoint Financial first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 880 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on NavPoint Financial's 13F filing for Q2 2026, filed 23 Jul 2026.