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

Putney 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 		$597K Buy
10,572
+6,594
+166% +$372K 0.54% 36
2026
Q1 		$225K Buy
+3,978
New +$231K 0.23% 78

Other funds holding JEPI

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return

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

Putney Financial Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 166% in Q2 2026, buying an estimated $372K and bringing the position to 10,572 shares worth $597K. The position accounts for 0.54% of the portfolio, ranked #36.

Putney Financial Group first reported a position in JEPI in Q1 2026 and has held it in 2 quarters since. 435 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Putney Financial Group held 10,572 shares of JPMorgan Equity Premium Income ETF worth $597K as of Q2 2026.
  • Putney Financial Group bought 6,594 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $372K.
  • JPMorgan Equity Premium Income ETF made up 0.54% of Putney Financial Group's portfolio in Q2 2026, its #36 holding.
  • Putney Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 435 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.