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

Perryman 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 Q2	$1.73M	Sell	30,565 -2,492	-8%	-$141K	0.23%	78
2026 Q1	$1.87M	Buy	33,057 +392	+1%	+$22.8K	0.28%	66
2025 Q4	$1.87M	Buy	+32,665	New	+$1.87M	0.27%	67

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

Perryman Financial Advisory's JEPI Position: Q2 2026 in Review

Perryman Financial Advisory reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.5% in Q2 2026, selling an estimated $141K and leaving 30,565 shares worth $1.73M. The position accounts for 0.23% of the portfolio, ranked #78.

Perryman Financial Advisory first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.87M in Q1 2026. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Perryman Financial Advisory held 30,565 shares of JPMorgan Equity Premium Income ETF worth $1.73M as of Q2 2026.
Perryman Financial Advisory sold 2,492 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $141K.
JPMorgan Equity Premium Income ETF made up 0.23% of Perryman Financial Advisory's portfolio in Q2 2026, its #78 holding.
Perryman Financial Advisory first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
Perryman Financial Advisory's JPMorgan Equity Premium Income ETF position peaked at $1.87M in Q1 2026.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.