Root Financial Partners
JEPI icon

Root Financial Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Root Financial Partners’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 		$186K Buy
+3,304
New +$188K 0.01% 471
2026
Q2 		– Sell
-272
Closed -$15.4K – 1838
2026
Q1 		$15.4K Sell
272
-1,387
-84% -$80.7K ﹤0.01% 1470
2025
Q4 		$95K Sell
1,659
-136
-8% -$7.77K ﹤0.01% 484
2025
Q3 		$102K Buy
+1,795
New +$102K 0.01% 435

Other funds holding JEPI

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nottingham Advisors
Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Root Financial Partners's JEPI Position: Q3 2026 in Review

Root Financial Partners opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 3,304 shares worth $186K. The stake represents 0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JEPI as recently as Q1 2026.

Root Financial Partners first reported a position in JEPI in Q3 2025 and has held it in 4 quarters since. 671 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Root Financial Partners held 3,304 shares of JPMorgan Equity Premium Income ETF worth $186K as of Q3 2026.
  • JPMorgan Equity Premium Income ETF was a new Root Financial Partners position in Q3 2026.
  • JPMorgan Equity Premium Income ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #471 holding.
  • Root Financial Partners first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 671 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.