Action Point Financial Planning’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Action Point Financial Planning’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	$3.01M	Buy	+53,314	New	+$3.01M	0.31%	69

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Action Point Financial Planning's JEPI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 53,314 shares worth $3.01M. The stake represents 0.31% of the portfolio and ranks #69 among its holdings.

1,405 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Action Point Financial Planning held 53,314 shares of JPMorgan Equity Premium Income ETF worth $3.01M as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Action Point Financial Planning position in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.31% of Action Point Financial Planning's portfolio in Q2 2026, its #69 holding.
1,405 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.