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Northeast Planning Associates NH’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Northeast Planning Associates NH’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 		$329K Buy
+6,325
New +$357K 0.25% 46

Other funds holding JEPI

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RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Northeast Planning Associates NH's JEPI Position: Q2 2026 in Review

Northeast Planning Associates NH opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 6,325 shares worth $329K. The stake represents 0.25% of the portfolio and ranks #46 among its holdings.

734 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Northeast Planning Associates NH held 6,325 shares of JPMorgan Equity Premium Income ETF worth $329K as of Q2 2026.
  • JPMorgan Equity Premium Income ETF was a new Northeast Planning Associates NH position in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.25% of Northeast Planning Associates NH's portfolio in Q2 2026, its #46 holding.
  • 734 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.