DRP
JEPI icon

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

Decker Retirement 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 		$10.9M Buy
193,043
+51,529
+36% +$2.91M 3.71% 4
2026
Q1 		$8.02M Buy
141,514
+58,235
+70% +$3.39M 3.63% 6
2025
Q4 		$4.77M Buy
83,279
+58,137
+231% +$3.32M 2.37% 11
2025
Q3 		$1.44M Buy
+25,142
New +$1.43M 0.79% 36

Other funds holding JEPI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Decker Retirement Planning's JEPI Position: Q2 2026 in Review

Decker Retirement Planning increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 36% in Q2 2026, buying an estimated $2.91M and bringing the position to 193,043 shares worth $10.9M. The position accounts for 3.71% of the portfolio, ranked #4.

Decker Retirement Planning first reported a position in JEPI in Q3 2025 and has held it in 4 quarters since. 649 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Decker Retirement Planning held 193,043 shares of JPMorgan Equity Premium Income ETF worth $10.9M as of Q2 2026.
  • Decker Retirement Planning bought 51,529 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $2.91M.
  • JPMorgan Equity Premium Income ETF made up 3.71% of Decker Retirement Planning's portfolio in Q2 2026, its #4 holding.
  • Decker Retirement Planning first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 649 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.