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 Q3	$2.62M	Buy	45,666 +21,352	+88%	+$1.22M	0.51%	66
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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return

Plan Group Financial's JEPI Position: Q3 2026 in Review

Plan Group Financial increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 88% in Q3 2026, buying an estimated $1.22M and bringing the position to 45,666 shares worth $2.62M. The position accounts for 0.51% of the portfolio, ranked #66.

Plan Group Financial first reported a position in JEPI in Q1 2025 and has held it in 7 quarters since. 503 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Plan Group Financial held 45,666 shares of JPMorgan Equity Premium Income ETF worth $2.62M as of Q3 2026.
Plan Group Financial bought 21,352 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $1.22M.
JPMorgan Equity Premium Income ETF made up 0.51% of Plan Group Financial's portfolio in Q3 2026, its #66 holding.
Plan Group Financial first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 7 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.