Mark Sheptoff Financial Planning’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Mark Sheptoff Financial 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	$11.3K	Buy	+200	New	+$11.3K	0.01%	341
2025 Q4	–	Sell	-280	Closed	-$16K	–	517
2025 Q3	$16K	Hold	280	–	–	0.01%	293
2025 Q2	$15.9K	Hold	280	–	–	0.01%	291
2025 Q1	$16K	Hold	280	–	–	0.01%	267
2024 Q4	$16.1K	Hold	280	–	–	0.01%	275
2024 Q3	$16.7K	Hold	280	–	–	0.01%	258
2024 Q2	$15.9K	Hold	280	–	–	0.01%	272
2024 Q1	$16.2K	Hold	280	–	–	0.01%	254
2023 Q4	$15.4K	Hold	280	–	–	0.01%	249
2023 Q3	$15K	Hold	280	–	–	0.01%	236
2023 Q2	$15.5K	Hold	280	–	–	0.01%	246
2023 Q1	$15.3K	Hold	280	–	–	0.01%	233
2022 Q4	$15.3K	Hold	280	–	–	0.01%	239
2022 Q3	$14K	Buy	280 +50	+22%	+$2.78K	0.01%	233
2022 Q2	$13K	Buy	+230	New	+$13.3K	0.01%	243

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mark Sheptoff Financial Planning's JEPI Position: Q2 2026 in Review

Mark Sheptoff Financial Planning opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 200 shares worth $11.3K. The stake represents 0.01% of the portfolio and ranks #341 among its holdings. This is a return to the name: Mark Sheptoff Financial Planning previously reported a position in JEPI as recently as Q3 2025.

Mark Sheptoff Financial Planning first reported a position in JEPI in Q2 2022 and has held it in 15 quarters since. The position peaked at $16.7K in Q3 2024. 1,410 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Mark Sheptoff Financial Planning held 200 shares of JPMorgan Equity Premium Income ETF worth $11.3K as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Mark Sheptoff Financial Planning position in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #341 holding.
Mark Sheptoff Financial Planning first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 15 quarters since.
Mark Sheptoff Financial Planning's JPMorgan Equity Premium Income ETF position peaked at $16.7K in Q3 2024.
1,410 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.