Cornerstone Planning Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Cornerstone Planning Group’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	$5.72K	Hold	101	–	–	﹤0.01%	1053
2026 Q1	$5.71K	Hold	101	–	–	﹤0.01%	1056
2025 Q4	$5.9K	Sell	101 -685	-87%	-$39.1K	﹤0.01%	939
2025 Q3	$44.7K	Buy	786 +101	+15%	+$5.74K	0.01%	373
2025 Q2	$38.3K	Buy	+685	New	+$37.9K	0.01%	286
2023 Q4	–	Sell	-206	Closed	-$11K	–	990
2023 Q3	$11K	Buy	+206	New	+$11.4K	﹤0.01%	402

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

Cornerstone Planning Group's JEPI Position: Q2 2026 in Review

Cornerstone Planning Group held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 101 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Cornerstone Planning Group first reported a position in JEPI in Q3 2023 and has held it in 6 quarters since. The position peaked at $44.7K in Q3 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Cornerstone Planning Group held 101 shares of JPMorgan Equity Premium Income ETF worth $5.72K as of Q2 2026.
Cornerstone Planning Group left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1053 holding.
Cornerstone Planning Group first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 6 quarters since.
Cornerstone Planning Group's JPMorgan Equity Premium Income ETF position peaked at $44.7K in Q3 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.