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

Snider 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	$5.22M	Buy	92,400 +9,506	+11%	+$537K	1.33%	25
2026 Q1	$4.7M	Buy	82,894 +4,508	+6%	+$262K	1.42%	22
2025 Q4	$4.49M	Buy	78,386 +6,973	+10%	+$398K	1.2%	26
2025 Q3	$4.08M	Buy	71,413 +286	+0.4%	+$16.2K	1.11%	28
2025 Q2	$4.04M	Buy	71,127 +1,062	+2%	+$58.8K	1.17%	29
2025 Q1	$4M	Buy	70,065 +2,852	+4%	+$166K	1.3%	21
2024 Q4	$3.87M	Buy	67,213 +233	+0.3%	+$13.8K	1.2%	24
2024 Q3	$3.99M	Buy	66,980 +941	+1%	+$54.1K	1.46%	24
2024 Q2	$3.74M	Buy	+66,039	New	+$3.74M	1.45%	23

Other funds holding JEPI

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

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

Snider Financial Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 11% in Q2 2026, buying an estimated $537K and bringing the position to 92,400 shares worth $5.22M. The position accounts for 1.33% of the portfolio, ranked #25.

Snider Financial Group first reported a position in JEPI in Q2 2024 and has held it in 9 quarters since. 266 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Snider Financial Group held 92,400 shares of JPMorgan Equity Premium Income ETF worth $5.22M as of Q2 2026.
Snider Financial Group bought 9,506 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $537K.
JPMorgan Equity Premium Income ETF made up 1.33% of Snider Financial Group's portfolio in Q2 2026, its #25 holding.
Snider Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
266 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.