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Walker Financial Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Walker Financial Services’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
-3,676
Closed -$209K – 43
2025
Q2 		$209K Buy
+3,676
New +$204K 0.1% 37

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Royal Bank of Canada
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UBS Group
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Raymond James Financial
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NFA
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Osaic Holdings
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Walker Financial Services's JEPI Position: Q3 2025 in Review

Walker Financial Services sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2025, closing a stake of 3,676 shares — an estimated $209K sold.

Walker Financial Services first reported a position in JEPI in Q2 2025 and held it in 1 quarter. The position peaked at $209K in Q2 2025. 1,289 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

  • Walker Financial Services reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
  • Walker Financial Services sold 3,676 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $209K.
  • Walker Financial Services first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and held it in 1 quarter.
  • Walker Financial Services's JPMorgan Equity Premium Income ETF position peaked at $209K in Q2 2025.
  • 1,289 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on Walker Financial Services's 13F filing for Q3 2025, filed 7 Oct 2025.