Vision Financial Markets’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Vision Financial Markets’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	–	Sell	-491	Closed	-$27.8K	–	422
2026 Q1	$27.8K	Sell	491 -396	-45%	-$23K	0.03%	151
2025 Q4	$50.7K	Buy	887 +17	+2%	+$971	0.05%	113
2025 Q3	$49.7K	Buy	870 +17	+2%	+$965	0.04%	132
2025 Q2	$48.5K	Buy	853 +21	+3%	+$1.16K	0.05%	129
2025 Q1	$47.5K	Buy	+832	New	+$48.5K	0.05%	116

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

Vision Financial Markets's JEPI Position: Q2 2026 in Review

Vision Financial Markets sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 491 shares — an estimated $27.8K sold.

Vision Financial Markets first reported a position in JEPI in Q1 2025 and held it in 5 quarters. The position peaked at $50.7K in Q4 2025. 687 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Vision Financial Markets reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Vision Financial Markets sold 491 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $27.8K.
Vision Financial Markets first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and held it in 5 quarters.
Vision Financial Markets's JPMorgan Equity Premium Income ETF position peaked at $50.7K in Q4 2025.
687 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.