SRS
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Strong Retirement Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Strong Retirement Solutions’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
Q3 		$800K Buy
14,223
+4,264
+43% +$243K 0.45% 55
2026
Q2 		$562K Buy
9,959
+459
+5% +$25.9K 0.34% 55
2026
Q1 		$538K Buy
+9,500
New +$553K 0.38% 61

Other funds holding JEPI

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Strong Retirement Solutions's JEPI Position: Q3 2026 in Review

Strong Retirement Solutions increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 43% in Q3 2026, buying an estimated $243K and bringing the position to 14,223 shares worth $800K. The position accounts for 0.45% of the portfolio, ranked #55.

Strong Retirement Solutions first reported a position in JEPI in Q1 2026 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Strong Retirement Solutions held 14,223 shares of JPMorgan Equity Premium Income ETF worth $800K as of Q3 2026.
  • Strong Retirement Solutions bought 4,264 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $243K.
  • JPMorgan Equity Premium Income ETF made up 0.45% of Strong Retirement Solutions's portfolio in Q3 2026, its #55 holding.
  • Strong Retirement Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Strong Retirement Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.