RDA Financial Network
JEPI icon

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
Q3 		$5.01M Buy
89,036
+10,215
+13% +$583K 1.09% 21
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% -$9.9K 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

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

RDA Financial Network's JEPI Position: Q3 2026 in Review

RDA Financial Network increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 13% in Q3 2026, buying an estimated $583K and bringing the position to 89,036 shares worth $5.01M. The position accounts for 1.09% of the portfolio, ranked #21.

RDA Financial Network first reported a position in JEPI in Q3 2023 and has held it in 13 quarters since. 605 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • RDA Financial Network held 89,036 shares of JPMorgan Equity Premium Income ETF worth $5.01M as of Q3 2026.
  • RDA Financial Network bought 10,215 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $583K.
  • JPMorgan Equity Premium Income ETF made up 1.09% of RDA Financial Network's portfolio in Q3 2026, its #21 holding.
  • RDA Financial Network first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 13 quarters since.
  • 605 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.