GRP
JEPI icon

Global Retirement Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Global Retirement Partners’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 		$6.05M Buy
+107,183
New +$6.05M 0.09% 204
2025
Q4 		$3.6M Buy
62,827
+6,493
+12% +$371K 0.06% 279
2025
Q3 		$3.22M Buy
56,334
+6,509
+13% +$370K 0.07% 250
2025
Q2 		$2.83M Buy
+49,825
New +$2.76M 0.07% 253
2024
Q4 		$2.66M Sell
46,199
-10,411
-18% -$618K 0.08% 250
2024
Q3 		$3.37M Buy
56,610
+12,577
+29% +$723K 0.1% 188
2024
Q2 		$2.5M Buy
44,033
+19,144
+77% +$1.08M 0.08% 238
2024
Q1 		$1.44M Buy
24,889
+1,017
+4% +$57.3K 0.05% 298
2023
Q4 		$1.32M Sell
23,872
-20,770
-47% -$1.12M 0.06% 288
2023
Q3 		$2.36M Buy
44,642
+36,951
+480% +$2.04M 0.12% 163
2023
Q2 		$426K Buy
7,691
+6,383
+488% +$349K 0.02% 486
2023
Q1 		$71.2K Buy
1,308
+220
+20% +$11.9K ﹤0.01% 1068
2022
Q4 		$59.3K Sell
1,088
-3,303
-75% -$179K ﹤0.01% 1008
2022
Q3 		$240K Sell
4,391
-15,049
-77% -$838K 0.02% 517
2022
Q2 		$1.08M Sell
19,440
-390
-2% -$22.6K 0.09% 237
2022
Q1 		$1.13M Buy
+19,830
New +$1.2M 0.09% 235
2021
Q4 		– Sell
-112
Closed -$7K – 1062
2021
Q3 		$7K Buy
+112
New +$6.89K ﹤0.01% 1522

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

Global Retirement Partners's JEPI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 107,183 shares worth $6.05M. The stake represents 0.09% of the portfolio and ranks #204 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JEPI as recently as Q4 2025.

Global Retirement Partners first reported a position in JEPI in Q3 2021 and has held it in 17 quarters since. 1,410 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Global Retirement Partners held 107,183 shares of JPMorgan Equity Premium Income ETF worth $6.05M as of Q2 2026.
  • JPMorgan Equity Premium Income ETF was a new Global Retirement Partners position in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.09% of Global Retirement Partners's portfolio in Q2 2026, its #204 holding.
  • Global Retirement Partners first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 17 quarters since.
  • 1,410 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.