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 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 $1.66T 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

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

Midwest Professional Planners Ltd (MPPL)'s JEPI Position: Q1 2026 in Review

Midwest Professional Planners Ltd (MPPL) increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 12% in Q1 2026, buying an estimated $198K and bringing the position to 31,939 shares worth $1.81M. The position accounts for 0.43% of the portfolio, ranked #76.

Midwest Professional Planners Ltd (MPPL) first reported a position in JEPI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.82M in Q3 2024. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Midwest Professional Planners Ltd (MPPL) held 31,939 shares of JPMorgan Equity Premium Income ETF worth $1.81M as of Q1 2026.
Midwest Professional Planners Ltd (MPPL) bought 3,397 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $198K.
JPMorgan Equity Premium Income ETF made up 0.43% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q1 2026, its #76 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Midwest Professional Planners Ltd (MPPL)'s JPMorgan Equity Premium Income ETF position peaked at $1.82M in Q3 2024.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2026, filed 5 May 2026.