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Register Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Register Financial Advisors’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 		$3.71M Buy
65,628
+841
+1% +$47.5K 1.14% 15
2026
Q1 		$3.67M Buy
64,787
+1,363
+2% +$79.3K 1.36% 13
2025
Q4 		$3.63M Sell
63,424
-506
-0.8% -$28.9K 1.41% 11
2025
Q3 		$3.65M Buy
63,930
+856
+1% +$48.6K 1.44% 13
2025
Q2 		$3.59M Buy
63,074
+7,651
+14% +$424K 1.57% 12
2025
Q1 		$3.17M Buy
55,423
+5,163
+10% +$301K 1.65% 9
2024
Q4 		$2.89M Buy
50,260
+2,317
+5% +$138K 1.45% 13
2024
Q3 		$2.85M Sell
47,943
-55
-0.1% -$3.16K 1.46% 14
2024
Q2 		$2.72M Buy
47,998
+4,806
+11% +$272K 1.37% 13
2024
Q1 		$2.5M Buy
43,192
+852
+2% +$48K 1.3% 14
2023
Q4 		$2.33M Sell
42,340
-605
-1% -$32.6K 1.56% 14
2023
Q3 		$2.3M Buy
42,945
+6,637
+18% +$366K 1.68% 12
2023
Q2 		$2.01M Buy
36,308
+7,200
+25% +$393K 1.43% 15
2023
Q1 		$1.59M Buy
29,108
+8,432
+41% +$458K 1.25% 17
2022
Q4 		$1.13M Buy
+20,676
New +$1.12M 0.72% 35

Other funds holding JEPI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Register Financial Advisors's JEPI Position: Q2 2026 in Review

Register Financial Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.3% in Q2 2026, buying an estimated $47.5K and bringing the position to 65,628 shares worth $3.71M. The position accounts for 1.14% of the portfolio, ranked #15.

Register Financial Advisors first reported a position in JEPI in Q4 2022 and has held it in 15 quarters since. 734 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Register Financial Advisors held 65,628 shares of JPMorgan Equity Premium Income ETF worth $3.71M as of Q2 2026.
  • Register Financial Advisors bought 841 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $47.5K.
  • JPMorgan Equity Premium Income ETF made up 1.14% of Register Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Register Financial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 734 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.