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 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 $1.66T 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

Consolidated Planning Corp's JEPI Position: Q1 2026 in Review

Consolidated Planning Corp reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 14% in Q1 2026, selling an estimated $253K and leaving 27,782 shares worth $1.57M. The position accounts for 0.26% of the portfolio, ranked #68.

Consolidated Planning Corp first reported a position in JEPI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.99M in Q3 2024. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Consolidated Planning Corp held 27,782 shares of JPMorgan Equity Premium Income ETF worth $1.57M as of Q1 2026.
Consolidated Planning Corp sold 4,353 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $253K.
JPMorgan Equity Premium Income ETF made up 0.26% of Consolidated Planning Corp's portfolio in Q1 2026, its #68 holding.
Consolidated Planning Corp first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Consolidated Planning Corp's JPMorgan Equity Premium Income ETF position peaked at $1.99M in Q3 2024.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.