RDA Financial Network’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

RDA Financial Network’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	$4.45M	Buy	78,821 +1,264	+2%	+$71.4K	0.97%	23
2026 Q1	$4.4M	Sell	77,557 -32	-0%	-$1.86K	1.1%	19
2025 Q4	$4.44M	Sell	77,589 -646	-0.8%	-$36.9K	1.07%	17
2025 Q3	$4.47M	Buy	78,235 +2,331	+3%	+$132K	1.1%	17
2025 Q2	$4.32M	Buy	75,904 +6,123	+9%	+$339K	1.17%	13
2025 Q1	$3.99M	Buy	69,781 +1,938	+3%	+$113K	1.19%	16
2024 Q4	$3.9M	Buy	67,843 +834	+1%	+$49.5K	1.14%	16
2024 Q3	$3.99M	Sell	67,009 -172	-0.3%	-$9.89K	1.24%	16
2024 Q2	$3.81M	Buy	67,181 +4,518	+7%	+$256K	1.25%	16
2024 Q1	$3.63M	Buy	62,663 +24,590	+65%	+$1.39M	1.24%	19
2023 Q4	$2.09M	Buy	38,073 +31,761	+503%	+$1.71M	0.79%	35
2023 Q3	$338K	Buy	+6,312	New	+$348K	0.15%	147

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

RDA Financial Network's JEPI Position: Q2 2026 in Review

RDA Financial Network increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.6% in Q2 2026, buying an estimated $71.4K and bringing the position to 78,821 shares worth $4.45M. The position accounts for 0.97% of the portfolio, ranked #23.

RDA Financial Network first reported a position in JEPI in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.47M in Q3 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

RDA Financial Network held 78,821 shares of JPMorgan Equity Premium Income ETF worth $4.45M as of Q2 2026.
RDA Financial Network bought 1,264 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $71.4K.
JPMorgan Equity Premium Income ETF made up 0.97% of RDA Financial Network's portfolio in Q2 2026, its #23 holding.
RDA Financial Network first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
RDA Financial Network's JPMorgan Equity Premium Income ETF position peaked at $4.47M in Q3 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.