Superior Planning, LLC’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Superior Planning, LLC’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	$25.7K	Buy	+458	New	+$26.1K	0.01%	600

Other funds holding JEPI

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

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

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

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 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

Superior Planning, LLC's JEPI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 458 shares worth $25.7K. The stake represents 0.01% of the portfolio and ranks #600 among its holdings.

1,133 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Superior Planning, LLC held 458 shares of JPMorgan Equity Premium Income ETF worth $25.7K as of Q3 2026.
JPMorgan Equity Premium Income ETF was a new Superior Planning, LLC position in Q3 2026.
JPMorgan Equity Premium Income ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #600 holding.
1,133 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.