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Plante Moran Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Plante Moran Financial Advisors’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 		$220K Buy
+3,900
New +$220K 0.01% 159
2024
Q2 		– Sell
-33
Closed -$1.91K – 840
2024
Q1 		$1.91K Buy
+33
New +$1.86K ﹤0.01% 772

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plante Moran Financial Advisors's JEPI Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 3,900 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #159 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in JEPI as recently as Q1 2024.

Plante Moran Financial Advisors first reported a position in JEPI in Q1 2024 and has held it in 2 quarters since. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Plante Moran Financial Advisors held 3,900 shares of JPMorgan Equity Premium Income ETF worth $220K as of Q2 2026.
  • JPMorgan Equity Premium Income ETF was a new Plante Moran Financial Advisors position in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #159 holding.
  • Plante Moran Financial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 2 quarters since.
  • 1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.