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
Q2 		$388K Sell
6,861
-549
-7% -$31K 0.13% 61
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beacon Financial Planning's JEPI Position: Q2 2026 in Review

Beacon Financial Planning reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.4% in Q2 2026, selling an estimated $31K and leaving 6,861 shares worth $388K. The position accounts for 0.13% of the portfolio, ranked #61.

Beacon Financial Planning first reported a position in JEPI in Q1 2024 and has held it in 4 quarters since. The position peaked at $420K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Beacon Financial Planning held 6,861 shares of JPMorgan Equity Premium Income ETF worth $388K as of Q2 2026.
  • Beacon Financial Planning sold 549 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $31K.
  • JPMorgan Equity Premium Income ETF made up 0.13% of Beacon Financial Planning's portfolio in Q2 2026, its #61 holding.
  • Beacon Financial Planning first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 4 quarters since.
  • Beacon Financial Planning's JPMorgan Equity Premium Income ETF position peaked at $420K in Q1 2026.
  • 1,416 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.