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Personal CFO Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Personal CFO Solutions’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 		$421K Sell
7,459
-3,434
-32% -$194K 0.06% 296
2026
Q1 		$617K Sell
10,893
-810
-7% -$47.1K 0.09% 208
2025
Q4 		$670K Sell
11,703
-4,210
-26% -$240K 0.11% 184
2025
Q3 		$909K Buy
15,913
+2,461
+18% +$140K 0.16% 127
2025
Q2 		$765K Buy
13,452
+1,714
+15% +$95K 0.14% 156
2025
Q1 		$671K Sell
11,738
-225
-2% -$13.1K 0.14% 164
2024
Q4 		$688K Buy
11,963
+2,925
+32% +$174K 0.14% 162
2024
Q3 		$538K Sell
9,038
-606
-6% -$34.9K 0.08% 249
2024
Q2 		$547K Sell
9,644
-506
-5% -$28.6K 0.08% 234
2024
Q1 		$587K Sell
10,150
-90,744
-90% -$5.11M 0.09% 214
2023
Q4 		$5.55M Sell
100,894
-2,435
-2% -$131K 0.96% 17
2023
Q3 		$5.53M Sell
103,329
-8,213
-7% -$453K 1.09% 16
2023
Q2 		$6.17M Buy
111,542
+3,011
+3% +$164K 1.25% 16
2023
Q1 		$5.93M Buy
108,531
+6,600
+6% +$358K 1.22% 14
2022
Q4 		$5.55M Buy
101,931
+3,976
+4% +$216K 1.18% 13
2022
Q3 		$5.02M Buy
97,955
+320
+0.3% +$17.8K 1.26% 16
2022
Q2 		$5.41M Buy
97,635
+1,800
+2% +$104K 1.27% 15
2022
Q1 		$5.88M Buy
+95,835
New +$5.8M 1.16% 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

Personal CFO Solutions's JEPI Position: Q2 2026 in Review

Personal CFO Solutions reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 32% in Q2 2026, selling an estimated $194K and leaving 7,459 shares worth $421K. The position accounts for 0.06% of the portfolio, ranked #296.

Personal CFO Solutions first reported a position in JEPI in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.17M in Q2 2023. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Personal CFO Solutions held 7,459 shares of JPMorgan Equity Premium Income ETF worth $421K as of Q2 2026.
  • Personal CFO Solutions sold 3,434 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $194K.
  • JPMorgan Equity Premium Income ETF made up 0.06% of Personal CFO Solutions's portfolio in Q2 2026, its #296 holding.
  • Personal CFO Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and has held it in 18 quarters since.
  • Personal CFO Solutions's JPMorgan Equity Premium Income ETF position peaked at $6.17M in Q2 2023.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.