Consolidated Planning Corp’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Consolidated Planning Corp’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	$1.26M	Sell	22,261 -5,521	-20%	-$312K	0.17%	76
2026 Q1	$1.57M	Sell	27,782 -4,353	-14%	-$253K	0.26%	68
2025 Q4	$1.84M	Sell	32,135 -383	-1%	-$21.9K	0.19%	103
2025 Q3	$1.86M	Sell	32,518 -446	-1%	-$25.3K	0.2%	106
2025 Q2	$1.87M	Sell	32,964 -305	-0.9%	-$16.9K	0.24%	89
2025 Q1	$1.9M	Sell	33,269 -298	-0.9%	-$17.4K	0.26%	83
2024 Q4	$1.93M	Buy	33,567 +179	+0.5%	+$10.6K	0.26%	76
2024 Q3	$1.99M	Sell	33,388 -1,127	-3%	-$64.8K	0.3%	74
2024 Q2	$1.96M	Buy	34,515 +1,792	+5%	+$101K	0.32%	74
2024 Q1	$1.89M	Buy	32,723 +11,609	+55%	+$654K	0.32%	75
2023 Q4	$1.16M	Buy	+21,114	New	+$1.14M	0.22%	84

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 22.9% 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

Consolidated Planning Corp's JEPI Position: Q2 2026 in Review

Consolidated Planning Corp reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 20% in Q2 2026, selling an estimated $312K and leaving 22,261 shares worth $1.26M. The position accounts for 0.17% of the portfolio, ranked #76.

Consolidated Planning Corp first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.99M in Q3 2024. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Consolidated Planning Corp held 22,261 shares of JPMorgan Equity Premium Income ETF worth $1.26M as of Q2 2026.
Consolidated Planning Corp sold 5,521 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $312K.
JPMorgan Equity Premium Income ETF made up 0.17% of Consolidated Planning Corp's portfolio in Q2 2026, its #76 holding.
Consolidated Planning Corp first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
Consolidated Planning Corp's JPMorgan Equity Premium Income ETF position peaked at $1.99M in Q3 2024.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.