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 Q3	–	Sell	-101	Closed	-$5.72K	–	959
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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return

Cornerstone Planning Group's JEPI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026, closing a stake of 101 shares — an estimated $5.72K sold.

Cornerstone Planning Group first reported a position in JEPI in Q3 2023 and held it in 6 quarters. The position peaked at $44.7K in Q3 2025. 495 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Cornerstone Planning Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 101 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $5.72K.
Cornerstone Planning Group first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and held it in 6 quarters.
Cornerstone Planning Group's JPMorgan Equity Premium Income ETF position peaked at $44.7K in Q3 2025.
495 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.