Next Level Wealth Planning’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Next Level Wealth 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 Q3	$22K	Buy	+392	New	+$22.4K	0.01%	252

Other funds holding JEPI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Next Level Wealth Planning's JEPI Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 392 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #252 among its holdings.

916 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Next Level Wealth Planning held 392 shares of JPMorgan Equity Premium Income ETF worth $22K as of Q3 2026.
JPMorgan Equity Premium Income ETF was a new Next Level Wealth Planning position in Q3 2026.
JPMorgan Equity Premium Income ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #252 holding.
916 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.