Midwest Professional Planners Ltd (MPPL)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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	$2.03M	Buy	35,967 +4,028	+13%	+$228K	0.4%	82
2026 Q1	$1.81M	Buy	31,939 +3,397	+12%	+$198K	0.43%	76
2025 Q4	$1.63M	Buy	28,542 +3,369	+13%	+$192K	0.39%	80
2025 Q3	$1.44M	Buy	25,173 +274	+1%	+$15.6K	0.35%	80
2025 Q2	$1.42M	Buy	24,899 +4,390	+21%	+$243K	0.37%	80
2025 Q1	$1.17M	Buy	20,509 +1,025	+5%	+$59.7K	0.36%	89
2024 Q4	$1.12M	Sell	19,484 -11,052	-36%	-$656K	0.33%	90
2024 Q3	$1.82M	Buy	30,536 +2,271	+8%	+$131K	0.56%	56
2024 Q2	$1.6M	Buy	28,265 +3,310	+13%	+$187K	0.54%	52
2024 Q1	$1.44M	Buy	24,955 +4,958	+25%	+$279K	0.51%	58
2023 Q4	$1.1M	Buy	+19,997	New	+$1.08M	0.44%	63

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

Midwest Professional Planners Ltd (MPPL)'s JEPI Position: Q2 2026 in Review

Midwest Professional Planners Ltd (MPPL) increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 13% in Q2 2026, buying an estimated $228K and bringing the position to 35,967 shares worth $2.03M. The position accounts for 0.4% of the portfolio, ranked #82.

Midwest Professional Planners Ltd (MPPL) first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Midwest Professional Planners Ltd (MPPL) held 35,967 shares of JPMorgan Equity Premium Income ETF worth $2.03M as of Q2 2026.
Midwest Professional Planners Ltd (MPPL) bought 4,028 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $228K.
JPMorgan Equity Premium Income ETF made up 0.4% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #82 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2026, filed 5 Aug 2026.