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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capasso Planning Partners's JEPI Position: Q1 2026 in Review

Capasso Planning Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 145% in Q1 2026, buying an estimated $715K and bringing the position to 20,753 shares worth $1.18M. The position accounts for 0.63% of the portfolio, ranked #24.

Capasso Planning Partners first reported a position in JEPI in Q2 2024 and has held it in 8 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Capasso Planning Partners held 20,753 shares of JPMorgan Equity Premium Income ETF worth $1.18M as of Q1 2026.
Capasso Planning Partners bought 12,287 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $715K.
JPMorgan Equity Premium Income ETF made up 0.63% of Capasso Planning Partners's portfolio in Q1 2026, its #24 holding.
Capasso Planning Partners first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 8 quarters since.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.