BFP
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Beacon Financial Planning’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Beacon 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
Q1 		$420K Buy
+7,410
New +$431K 0.16% 53
2024
Q3 		– Sell
-3,711
Closed -$210K – 45
2024
Q2 		$210K Buy
3,711
+67
+2% +$3.79K 0.14% 38
2024
Q1 		$211K Buy
+3,644
New +$205K 0.15% 36

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beacon Financial Planning's JEPI Position: Q1 2026 in Review

Beacon Financial Planning opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026: 7,410 shares worth $420K. The stake represents 0.16% of the portfolio and ranks #53 among its holdings. This is a return to the name: Beacon Financial Planning previously reported a position in JEPI as recently as Q2 2024.

Beacon Financial Planning first reported a position in JEPI in Q1 2024 and has held it in 3 quarters since. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Beacon Financial Planning held 7,410 shares of JPMorgan Equity Premium Income ETF worth $420K as of Q1 2026.
  • JPMorgan Equity Premium Income ETF was a new Beacon Financial Planning position in Q1 2026.
  • JPMorgan Equity Premium Income ETF made up 0.16% of Beacon Financial Planning's portfolio in Q1 2026, its #53 holding.
  • Beacon Financial Planning first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.