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

Capasso 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	$1.14M	Sell	20,129 -624	-3%	-$35.2K	0.57%	26
2026 Q1	$1.18M	Buy	20,753 +12,287	+145%	+$715K	0.63%	24
2025 Q4	$485K	Buy	8,466 +21	+0.2%	+$1.2K	0.27%	45
2025 Q3	$482K	Buy	8,445 +463	+6%	+$26.3K	0.3%	43
2025 Q2	$454K	Sell	7,982 -1,174	-13%	-$65K	0.26%	50
2025 Q1	$523K	Buy	9,156 +562	+7%	+$32.7K	0.22%	67
2024 Q4	$494K	Sell	8,594 -68	-0.8%	-$4.04K	0.2%	74
2024 Q3	$515K	Buy	8,662 +1,955	+29%	+$112K	0.15%	93
2024 Q2	$380K	Buy	+6,707	New	+$379K	0.12%	101

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

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

Capasso Planning Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 3% in Q2 2026, selling an estimated $35.2K and leaving 20,129 shares worth $1.14M. The position accounts for 0.57% of the portfolio, ranked #26.

Capasso Planning Partners first reported a position in JEPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.18M in Q1 2026. 1,411 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Capasso Planning Partners held 20,129 shares of JPMorgan Equity Premium Income ETF worth $1.14M as of Q2 2026.
Capasso Planning Partners sold 624 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $35.2K.
JPMorgan Equity Premium Income ETF made up 0.57% of Capasso Planning Partners's portfolio in Q2 2026, its #26 holding.
Capasso Planning Partners first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
Capasso Planning Partners's JPMorgan Equity Premium Income ETF position peaked at $1.18M in Q1 2026.
1,411 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.