Plan Group Financial’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Plan Group Financial’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	$1.37M	Buy	24,314 +8,073	+50%	+$456K	0.28%	80
2026 Q1	$921K	Buy	16,241 +5,390	+50%	+$314K	0.22%	98
2025 Q4	$621K	Buy	10,851 +3,901	+56%	+$223K	0.16%	108
2025 Q3	$397K	Buy	6,950 +17	+0.2%	+$965	0.11%	127
2025 Q2	$394K	Buy	6,933 +1,792	+35%	+$99.3K	0.13%	118
2025 Q1	$294K	Buy	+5,141	New	+$300K	0.1%	118

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

Plan Group Financial's JEPI Position: Q2 2026 in Review

Plan Group Financial increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 50% in Q2 2026, buying an estimated $456K and bringing the position to 24,314 shares worth $1.37M. The position accounts for 0.28% of the portfolio, ranked #80.

Plan Group Financial first reported a position in JEPI in Q1 2025 and has held it in 6 quarters since. 1,410 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Plan Group Financial held 24,314 shares of JPMorgan Equity Premium Income ETF worth $1.37M as of Q2 2026.
Plan Group Financial bought 8,073 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $456K.
JPMorgan Equity Premium Income ETF made up 0.28% of Plan Group Financial's portfolio in Q2 2026, its #80 holding.
Plan Group Financial first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
1,410 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.