Creative Planning
JEPI icon

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

Creative 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 		$15.8M Sell
280,366
-170
-0.1% -$9.6K 0.01% 609
2026
Q1 		$15.9M Buy
280,536
+47,821
+21% +$2.78M 0.01% 520
2025
Q4 		$13.3M Sell
232,715
-37,412
-14% -$2.14M 0.01% 513
2025
Q3 		$15.4M Buy
270,127
+21,590
+9% +$1.23M 0.01% 433
2025
Q2 		$14.1M Buy
248,537
+8,674
+4% +$481K 0.01% 417
2025
Q1 		$13.7M Buy
239,863
+91,476
+62% +$5.33M 0.01% 398
2024
Q4 		$8.54M Buy
148,387
+9,385
+7% +$557K 0.01% 503
2024
Q3 		$8.27M Buy
139,002
+42,854
+45% +$2.47M 0.01% 497
2024
Q2 		$5.45M Buy
96,148
+6,687
+7% +$378K 0.01% 588
2024
Q1 		$5.18M Buy
89,461
+17,307
+24% +$975K 0.01% 595
2023
Q4 		$3.97M Sell
72,154
-25,590
-26% -$1.38M 0.01% 635
2023
Q3 		$5.24M Buy
97,744
+12,345
+14% +$680K 0.01% 519
2023
Q2 		$4.73M Buy
85,399
+7,468
+10% +$408K 0.01% 540
2023
Q1 		$4.26M Sell
77,931
-5,835
-7% -$317K 0.01% 547
2022
Q4 		$4.56M Buy
83,766
+53,597
+178% +$2.91M 0.01% 513
2022
Q3 		$1.55M Sell
30,169
-38,720
-56% -$2.15M ﹤0.01% 777
2022
Q2 		$3.82M Buy
68,889
+64,712
+1,549% +$3.74M 0.01% 533
2022
Q1 		$256K Buy
+4,177
New +$253K ﹤0.01% 1733

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning's JEPI Position: Q2 2026 in Review

Creative Planning reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.06% in Q2 2026, selling an estimated $9.6K and leaving 280,366 shares worth $15.8M. The position accounts for 0.01% of the portfolio, ranked #609.

Creative Planning first reported a position in JEPI in Q1 2022 and has held it in 18 quarters since. The position peaked at $15.9M in Q1 2026. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Creative Planning held 280,366 shares of JPMorgan Equity Premium Income ETF worth $15.8M as of Q2 2026.
  • Creative Planning sold 170 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $9.6K.
  • JPMorgan Equity Premium Income ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #609 holding.
  • Creative Planning first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and has held it in 18 quarters since.
  • Creative Planning's JPMorgan Equity Premium Income ETF position peaked at $15.9M in Q1 2026.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.