Beacon Financial Planning
JEPI icon

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
Q3 		$393K Buy
6,998
+137
+2% +$7.82K 0.13% 65
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 $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Beacon Financial Planning's JEPI Position: Q3 2026 in Review

Beacon Financial Planning increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2% in Q3 2026, buying an estimated $7.82K and bringing the position to 6,998 shares worth $393K. The position accounts for 0.13% of the portfolio, ranked #65.

Beacon Financial Planning first reported a position in JEPI in Q1 2024 and has held it in 5 quarters since. The position peaked at $420K in Q1 2026. 1,269 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Beacon Financial Planning held 6,998 shares of JPMorgan Equity Premium Income ETF worth $393K as of Q3 2026.
  • Beacon Financial Planning bought 137 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $7.82K.
  • JPMorgan Equity Premium Income ETF made up 0.13% of Beacon Financial Planning's portfolio in Q3 2026, its #65 holding.
  • Beacon Financial Planning first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 5 quarters since.
  • Beacon Financial Planning's JPMorgan Equity Premium Income ETF position peaked at $420K in Q1 2026.
  • 1,269 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Beacon Financial Planning's 13F filing for Q3 2026, filed 4 Nov 2026.