Avantax Planning Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Avantax Planning Partners’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	$23.5M	Buy	415,889 +20,541	+5%	+$1.16M	0.58%	28
2026 Q1	$22.4M	Buy	395,348 +9,785	+3%	+$569K	0.62%	27
2025 Q4	$22.1M	Sell	385,563 -3,187	-0.8%	-$182K	0.62%	26
2025 Q3	$22.2M	Buy	388,750 +29,325	+8%	+$1.67M	0.64%	27
2025 Q2	$20.4M	Sell	359,425 -2,802	-0.8%	-$155K	0.65%	26
2025 Q1	$20.7M	Buy	362,227 +18,174	+5%	+$1.06M	0.73%	24
2024 Q4	$19.8M	Buy	344,053 +6,334	+2%	+$376K	0.71%	25
2024 Q3	$20.1M	Sell	337,719 -85,551	-20%	-$4.92M	0.72%	24
2024 Q2	$24M	Buy	423,270 +137,698	+48%	+$7.79M	0.77%	22
2024 Q1	$16.5M	Buy	285,572 +81,200	+40%	+$4.57M	0.54%	30
2023 Q4	$11.2M	Sell	204,372 -28,279	-12%	-$1.52M	0.43%	34
2023 Q3	$12.5M	Buy	+232,651	New	+$12.8M	0.52%	30

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

Avantax Planning Partners's JEPI Position: Q2 2026 in Review

Avantax Planning Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.2% in Q2 2026, buying an estimated $1.16M and bringing the position to 415,889 shares worth $23.5M. The position accounts for 0.58% of the portfolio, ranked #28.

Avantax Planning Partners first reported a position in JEPI in Q3 2023 and has held it in 12 quarters since. The position peaked at $24M in Q2 2024. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Avantax Planning Partners held 415,889 shares of JPMorgan Equity Premium Income ETF worth $23.5M as of Q2 2026.
Avantax Planning Partners bought 20,541 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.16M.
JPMorgan Equity Premium Income ETF made up 0.58% of Avantax Planning Partners's portfolio in Q2 2026, its #28 holding.
Avantax Planning Partners first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
Avantax Planning Partners's JPMorgan Equity Premium Income ETF position peaked at $24M in Q2 2024.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.