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

Comprehensive 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	$465K	Sell	8,226 -848	-9%	-$47.9K	0.25%	82
2026 Q1	$514K	Buy	9,074 +172	+2%	+$10K	0.36%	70
2025 Q4	$510K	Buy	8,902 +202	+2%	+$11.5K	0.34%	64
2025 Q3	$497K	Buy	8,700 +514	+6%	+$29.2K	0.34%	65
2025 Q2	$465K	Buy	8,186 +2,189	+37%	+$121K	0.37%	63
2025 Q1	$343K	Sell	5,997 -5,192	-46%	-$302K	0.33%	65
2024 Q4	$644K	Buy	+11,189	New	+$664K	0.54%	41

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

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

Comprehensive Financial Planning reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 9.3% in Q2 2026, selling an estimated $47.9K and leaving 8,226 shares worth $465K. The position accounts for 0.25% of the portfolio, ranked #82.

Comprehensive Financial Planning first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $644K in Q4 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Comprehensive Financial Planning held 8,226 shares of JPMorgan Equity Premium Income ETF worth $465K as of Q2 2026.
Comprehensive Financial Planning sold 848 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $47.9K.
JPMorgan Equity Premium Income ETF made up 0.25% of Comprehensive Financial Planning's portfolio in Q2 2026, its #82 holding.
Comprehensive Financial Planning first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's JPMorgan Equity Premium Income ETF position peaked at $644K in Q4 2024.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.