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

Semmax 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
2025 Q2	$107K	Hold	1,911	–	–	0.03%	152
2025 Q1	$106K	Buy	1,911 +1,828	+2,202%	+$107K	0.03%	141
2024 Q4	$4.92K	Buy	+83	New	+$4.93K	﹤0.01%	260
2024 Q3	–	Sell	-6	Closed	-$318	–	396
2024 Q2	$318	Buy	6 +1	+20%	+$57	﹤0.01%	382
2024 Q1	$314	Sell	5 -209	-98%	-$11.8K	﹤0.01%	372
2023 Q4	$12K	Buy	+214	New	+$11.5K	﹤0.01%	204

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Semmax Financial Advisors's JEPI Position: Q2 2025 in Review

Semmax Financial Advisors held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2025 at 1,911 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #152.

Semmax Financial Advisors first reported a position in JEPI in Q4 2023 and has held it in 6 quarters since. 1,286 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

Semmax Financial Advisors held 1,911 shares of JPMorgan Equity Premium Income ETF worth $107K as of Q2 2025.
Semmax Financial Advisors left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2025.
JPMorgan Equity Premium Income ETF made up 0.03% of Semmax Financial Advisors's portfolio in Q2 2025, its #152 holding.
Semmax Financial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 6 quarters since.
1,286 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.