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

Souders 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 Q3	–	Sell	-10,758	Closed	-$612K	–	210
2025 Q2	$612K	Sell	10,758 -2,316	-18%	-$128K	0.08%	119
2025 Q1	$747K	Buy	13,074 +179	+1%	+$10.4K	0.1%	109
2024 Q4	$742K	Sell	12,895 -3,072	-19%	-$182K	0.1%	110
2024 Q3	$950K	Sell	15,967 -218	-1%	-$12.5K	0.13%	103
2024 Q2	$917K	Buy	16,185 +1,963	+14%	+$111K	0.14%	99
2024 Q1	$823K	Buy	14,222 +1,126	+9%	+$63.4K	0.13%	104
2023 Q4	$720K	Sell	13,096 -431	-3%	-$23.2K	0.12%	105
2023 Q3	$725K	Buy	13,527 +2,020	+18%	+$111K	0.14%	99
2023 Q2	$637K	Buy	+11,507	New	+$628K	0.12%	111
2023 Q1	–	Sell	-10,096	Closed	-$550K	–	153
2022 Q4	$550K	Buy	10,096 +1,432	+17%	+$77.8K	0.13%	106
2022 Q3	$444K	Buy	+8,664	New	+$482K	0.12%	114

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Souders Financial Advisors's JEPI Position: Q3 2025 in Review

Souders Financial Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2025, closing a stake of 10,758 shares — an estimated $612K sold.

Souders Financial Advisors first reported a position in JEPI in Q3 2022 and held it in 11 quarters. The position peaked at $950K in Q3 2024. 1,292 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

Souders Financial Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
Souders Financial Advisors sold 10,758 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $612K.
Souders Financial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and held it in 11 quarters.
Souders Financial Advisors's JPMorgan Equity Premium Income ETF position peaked at $950K in Q3 2024.
1,292 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on Souders Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.