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

Welch 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 Q3	–	Sell	-4,615	Closed	-$261K	–	335
2026 Q2	$261K	Buy	4,615 +150	+3%	+$8.47K	0.01%	270
2026 Q1	$253K	Buy	4,465 +11	+0.2%	+$640	0.01%	257
2025 Q4	$255K	Buy	4,454 +11	+0.2%	+$628	0.01%	261
2025 Q3	$254K	Buy	4,443 +11	+0.2%	+$625	0.01%	253
2025 Q2	$252K	Buy	4,432 +13	+0.3%	+$720	0.01%	227
2025 Q1	$250K	Sell	4,419 -3,077	-41%	-$179K	0.01%	220
2024 Q4	$434K	Buy	+7,496	New	+$445K	0.02%	164

Other funds holding JEPI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Welch Group's JEPI Position: Q3 2026 in Review

Welch Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026, closing a stake of 4,615 shares — an estimated $261K sold.

Welch Group first reported a position in JEPI in Q4 2024 and held it in 7 quarters. The position peaked at $434K in Q4 2024. 935 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Welch Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2026 after selling out during the quarter.
Welch Group sold 4,615 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $261K.
Welch Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and held it in 7 quarters.
Welch Group's JPMorgan Equity Premium Income ETF position peaked at $434K in Q4 2024.
935 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.