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S&A Financial Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

S&A Financial 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
Q2 		$5.35M Buy
94,713
+30,598
+48% +$1.73M 3.27% 9
2026
Q1 		$3.63M Buy
+64,115
New +$3.73M 2.5% 11

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

S&A Financial Services's JEPI Position: Q2 2026 in Review

S&A Financial Services increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 48% in Q2 2026, buying an estimated $1.73M and bringing the position to 94,713 shares worth $5.35M. The position accounts for 3.27% of the portfolio, ranked #9.

S&A Financial Services first reported a position in JEPI in Q1 2026 and has held it in 2 quarters since. 1,405 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • S&A Financial Services held 94,713 shares of JPMorgan Equity Premium Income ETF worth $5.35M as of Q2 2026.
  • S&A Financial Services bought 30,598 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.73M.
  • JPMorgan Equity Premium Income ETF made up 3.27% of S&A Financial Services's portfolio in Q2 2026, its #9 holding.
  • S&A Financial Services first reported a position in JPMorgan Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,405 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.