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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 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. 628 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.
628 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.