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

Westfuller 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
2026 Q3	$33.7K	Sell	600 -576	-49%	-$32.9K	0.01%	339
2026 Q2	$66.4K	Buy	1,176 +26	+2%	+$1.47K	0.02%	274
2026 Q1	$65.2K	Buy	1,150 +22	+2%	+$1.28K	0.03%	258
2025 Q4	$65K	Buy	1,128 +21	+2%	+$1.2K	0.03%	274
2025 Q3	$63.2K	Buy	+1,107	New	+$62.9K	0.03%	264

Other funds holding JEPI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

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

Westfuller Advisors's JEPI Position: Q3 2026 in Review

Westfuller Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 49% in Q3 2026, selling an estimated $32.9K and leaving 600 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #339.

Westfuller Advisors first reported a position in JEPI in Q3 2025 and has held it in 5 quarters since. The position peaked at $66.4K in Q2 2026. 1,269 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Westfuller Advisors held 600 shares of JPMorgan Equity Premium Income ETF worth $33.7K as of Q3 2026.
Westfuller Advisors sold 576 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $32.9K.
JPMorgan Equity Premium Income ETF made up 0.01% of Westfuller Advisors's portfolio in Q3 2026, its #339 holding.
Westfuller Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 5 quarters since.
Westfuller Advisors's JPMorgan Equity Premium Income ETF position peaked at $66.4K in Q2 2026.
1,269 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.