IP
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Ignite Planners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Ignite Planners’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 		$3.74M Buy
66,208
+2,650
+4% +$150K 0.51% 47
2026
Q1 		$3.6M Buy
63,558
+537
+0.9% +$31.2K 0.56% 44
2025
Q4 		$3.69M Buy
63,021
+1,061
+2% +$60.6K 0.56% 45
2025
Q3 		$3.54M Buy
61,960
+1,050
+2% +$59.6K 0.58% 41
2025
Q2 		$3.47M Buy
60,910
+843
+1% +$46.7K 0.6% 43
2025
Q1 		$3.31M Sell
60,067
-1,420
-2% -$82.7K 0.65% 37
2024
Q4 		$3.57M Buy
61,487
+328
+0.5% +$19.5K 0.78% 30
2024
Q3 		$3.64M Sell
61,159
-5,395
-8% -$310K 0.83% 30
2024
Q2 		$3.75M Sell
66,554
-2,747
-4% -$155K 0.92% 27
2024
Q1 		$3.97M Sell
69,301
-1,514
-2% -$85.3K 1.11% 20
2023
Q4 		$3.9M Sell
70,815
-2,853
-4% -$154K 1.16% 17
2023
Q3 		$3.87M Sell
73,668
-987
-1% -$54.4K 1.18% 13
2023
Q2 		$4.07M Buy
74,655
+4,889
+7% +$267K 1.57% 12
2023
Q1 		$3.8M Buy
69,766
+1,384
+2% +$75.1K 1.56% 9
2022
Q4 		$3.76M Buy
+68,382
New +$3.71M 1.57% 9

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

Ignite Planners's JEPI Position: Q2 2026 in Review

Ignite Planners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.2% in Q2 2026, buying an estimated $150K and bringing the position to 66,208 shares worth $3.74M. The position accounts for 0.51% of the portfolio, ranked #47.

Ignite Planners first reported a position in JEPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.07M in Q2 2023. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Ignite Planners held 66,208 shares of JPMorgan Equity Premium Income ETF worth $3.74M as of Q2 2026.
  • Ignite Planners bought 2,650 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $150K.
  • JPMorgan Equity Premium Income ETF made up 0.51% of Ignite Planners's portfolio in Q2 2026, its #47 holding.
  • Ignite Planners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Ignite Planners's JPMorgan Equity Premium Income ETF position peaked at $4.07M in Q2 2023.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.