PKS Advisory Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

PKS Advisory Services’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	$1.48M	Hold	26,136	–	–	0.24%	88
2026 Q2	$1.48M	Buy	26,136 +1,173	+5%	+$66.3K	0.24%	89
2026 Q1	$1.41M	Buy	24,963 +618	+3%	+$36K	0.33%	59
2025 Q4	$1.39M	Buy	24,345 +1,433	+6%	+$81.8K	0.32%	63
2025 Q3	$1.31M	Sell	22,912 -18	-0.1%	-$1.02K	0.27%	62
2025 Q2	$1.3M	Sell	22,930 -9,526	-29%	-$528K	0.32%	61
2025 Q1	$1.85M	Sell	32,456 -723	-2%	-$42.1K	0.51%	43
2024 Q4	$1.91M	Buy	+33,179	New	+$1.97M	0.48%	35

Other funds holding JEPI

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

PKS Advisory Services's JEPI Position: Q3 2026 in Review

PKS Advisory Services held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q3 2026 at 26,136 shares worth $1.48M. The position accounts for 0.24% of the portfolio, ranked #88.

PKS Advisory Services first reported a position in JEPI in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.91M in Q4 2024. 615 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

PKS Advisory Services held 26,136 shares of JPMorgan Equity Premium Income ETF worth $1.48M as of Q3 2026.
PKS Advisory Services left its JPMorgan Equity Premium Income ETF share count unchanged in Q3 2026.
JPMorgan Equity Premium Income ETF made up 0.24% of PKS Advisory Services's portfolio in Q3 2026, its #88 holding.
PKS Advisory Services first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 8 quarters since.
PKS Advisory Services's JPMorgan Equity Premium Income ETF position peaked at $1.91M in Q4 2024.
615 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.