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

Prosperity Financial Group’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	–	Sell	-13,200	Closed	-$748K	–	195
2026 Q1	$748K	Sell	13,200 -271	-2%	-$15.8K	0.28%	98
2025 Q4	$771K	Sell	13,471 -42,046	-76%	-$2.4M	0.28%	93
2025 Q3	$3.17M	Buy	55,517 +3,877	+8%	+$220K	1.16%	30
2025 Q2	$2.94M	Buy	51,640 +2,898	+6%	+$161K	1.25%	28
2025 Q1	$2.79M	Buy	48,742 +4,356	+10%	+$254K	1.39%	23
2024 Q4	$2.55M	Buy	44,386 +1,234	+3%	+$73.3K	1.27%	23
2024 Q3	$2.57M	Buy	43,152 +1,006	+2%	+$57.9K	1.44%	20
2024 Q2	$2.39M	Buy	42,146 +1,767	+4%	+$99.9K	1.51%	17
2024 Q1	$2.34M	Sell	40,379 -30,533	-43%	-$1.72M	1.44%	20
2023 Q4	$3.9M	Sell	70,912 -2,224	-3%	-$120K	2.71%	8
2023 Q3	$3.92M	Buy	73,136 +29,794	+69%	+$1.64M	3.24%	6
2023 Q2	$2.4M	Buy	43,342 +1,055	+2%	+$57.6K	2.11%	9
2023 Q1	$2.31M	Buy	42,287 +13,835	+49%	+$751K	2.34%	9
2022 Q4	$1.55M	Buy	+28,452	New	+$1.55M	1.67%	12

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

Prosperity Financial Group's JEPI Position: Q2 2026 in Review

Prosperity Financial Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 13,200 shares — an estimated $748K sold.

Prosperity Financial Group first reported a position in JEPI in Q4 2022 and held it in 14 quarters. The position peaked at $3.92M in Q3 2023. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Prosperity Financial Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Prosperity Financial Group sold 13,200 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $748K.
Prosperity Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and held it in 14 quarters.
Prosperity Financial Group's JPMorgan Equity Premium Income ETF position peaked at $3.92M in Q3 2023.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.