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

Investment Planning Advisors’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
2025 Q4	–	Sell	-35,412	Closed	-$2.02M	–	97
2025 Q3	$2.02M	Sell	35,412 -15,071	-30%	-$856K	0.64%	21
2025 Q2	$2.87M	Sell	50,483 -15,654	-24%	-$867K	1.01%	15
2025 Q1	$3.78M	Sell	66,137 -1,449	-2%	-$84.4K	1.54%	15
2024 Q4	$3.89M	Buy	67,586 +667	+1%	+$39.6K	1.7%	17
2024 Q3	$3.79M	Hold	66,919	–	–	1.94%	18
2024 Q2	$3.79M	Buy	+66,919	New	+$3.79M	1.94%	18

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Investment Planning Advisors's JEPI Position: Q4 2025 in Review

Investment Planning Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2025, closing a stake of 35,412 shares — an estimated $2.02M sold.

Investment Planning Advisors first reported a position in JEPI in Q2 2024 and held it in 6 quarters. The position peaked at $3.89M in Q4 2024. 1,382 funds tracked by Wall St. Rank hold JEPI as of Q4 2025.

Investment Planning Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
Investment Planning Advisors sold 35,412 JPMorgan Equity Premium Income ETF shares in Q4 2025, an estimated $2.02M.
Investment Planning Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and held it in 6 quarters.
Investment Planning Advisors's JPMorgan Equity Premium Income ETF position peaked at $3.89M in Q4 2024.
1,382 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2025.

Based on Investment Planning Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.