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

SageGuard 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 		$9.73M Sell
172,323
-51,907
-23% -$2.93M 1.37% 16
2026
Q1 		$12.7M Sell
224,230
-74,218
-25% -$4.32M 1.97% 14
2025
Q4 		$17.1M Buy
+298,448
New +$17M 2.72% 9

Other funds holding JEPI

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

SageGuard Financial Group reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 23% in Q2 2026, selling an estimated $2.93M and leaving 172,323 shares worth $9.73M. The position accounts for 1.37% of the portfolio, ranked #16.

SageGuard Financial Group first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.1M in Q4 2025. 979 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • SageGuard Financial Group held 172,323 shares of JPMorgan Equity Premium Income ETF worth $9.73M as of Q2 2026.
  • SageGuard Financial Group sold 51,907 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $2.93M.
  • JPMorgan Equity Premium Income ETF made up 1.37% of SageGuard Financial Group's portfolio in Q2 2026, its #16 holding.
  • SageGuard Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's JPMorgan Equity Premium Income ETF position peaked at $17.1M in Q4 2025.
  • 979 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.