SimpliFi Inc’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

SimpliFi Inc’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	$450K	Buy	7,959 +175	+2%	+$9.88K	0.18%	32
2026 Q1	$441K	Buy	7,784 +149	+2%	+$8.67K	0.19%	28
2025 Q4	$437K	Buy	7,635 +142	+2%	+$8.11K	0.18%	27
2025 Q3	$428K	Buy	7,493 +148	+2%	+$8.4K	0.18%	33
2025 Q2	$418K	Buy	7,345 +186	+3%	+$10.3K	0.18%	35
2025 Q1	$409K	Buy	7,159 +127	+2%	+$7.4K	0.19%	34
2024 Q4	$405K	Sell	7,032 -396	-5%	-$23.5K	0.19%	35
2024 Q3	$442K	Buy	7,428 +132	+2%	+$7.59K	0.2%	34
2024 Q2	$414K	Sell	7,296 -343	-4%	-$19.4K	0.19%	33
2024 Q1	$442K	Buy	7,639 +749	+11%	+$42.2K	0.2%	30
2023 Q4	$369K	Hold	6,890	–	–	0.18%	27
2023 Q3	$369K	Buy	6,890 +122	+2%	+$6.72K	0.18%	27
2023 Q2	$374K	Buy	6,768 +2,258	+50%	+$123K	0.18%	29
2023 Q1	$246K	Buy	+4,510	New	+$245K	0.12%	31

Other funds holding JEPI

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

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SimpliFi Inc's JEPI Position: Q2 2026 in Review

SimpliFi Inc increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.2% in Q2 2026, buying an estimated $9.88K and bringing the position to 7,959 shares worth $450K. The position accounts for 0.18% of the portfolio, ranked #32.

SimpliFi Inc first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. 734 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

SimpliFi Inc held 7,959 shares of JPMorgan Equity Premium Income ETF worth $450K as of Q2 2026.
SimpliFi Inc bought 175 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $9.88K.
JPMorgan Equity Premium Income ETF made up 0.18% of SimpliFi Inc's portfolio in Q2 2026, its #32 holding.
SimpliFi Inc first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
734 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.