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

Shum 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	$602K	Buy	10,654 +1,282	+14%	+$72.4K	0.36%	61
2026 Q1	$531K	Buy	9,372 +924	+11%	+$53.8K	0.38%	67
2025 Q4	$484K	Buy	8,448 +88	+1%	+$5.03K	0.35%	71
2025 Q3	$477K	Buy	+8,360	New	+$475K	0.36%	69
2025 Q1	$479K	Hold	8,377	–	–	0.41%	63
2024 Q4	$484K	Sell	8,377 -6	-0.1%	-$356	0.42%	65
2024 Q3	$500K	Buy	+8,383	New	+$482K	0.42%	66

Other funds holding JEPI

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

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Shum Financial Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 14% in Q2 2026, buying an estimated $72.4K and bringing the position to 10,654 shares worth $602K. The position accounts for 0.36% of the portfolio, ranked #61.

Shum Financial Group first reported a position in JEPI in Q3 2024 and has held it in 7 quarters since. 937 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Shum Financial Group held 10,654 shares of JPMorgan Equity Premium Income ETF worth $602K as of Q2 2026.
Shum Financial Group bought 1,282 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $72.4K.
JPMorgan Equity Premium Income ETF made up 0.36% of Shum Financial Group's portfolio in Q2 2026, its #61 holding.
Shum Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 7 quarters since.
937 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.