RCAG
JEPI icon

Rehmann Capital Advisory Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Rehmann Capital Advisory Group’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 		$280K Buy
4,955
+2
+0% +$113 0.01% 586
2026
Q1 		$281K Buy
+4,953
New +$288K 0.01% 567
2024
Q4 		– Sell
-3,959
Closed -$236K – 615
2024
Q3 		$236K Buy
3,959
+52
+1% +$2.99K 0.02% 534
2024
Q2 		$221K Buy
+3,907
New +$221K 0.02% 534

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 22.96% 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

Rehmann Capital Advisory Group's JEPI Position: Q2 2026 in Review

Rehmann Capital Advisory Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.04% in Q2 2026, buying an estimated $113 and bringing the position to 4,955 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #586.

Rehmann Capital Advisory Group first reported a position in JEPI in Q2 2024 and has held it in 4 quarters since. The position peaked at $281K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Rehmann Capital Advisory Group held 4,955 shares of JPMorgan Equity Premium Income ETF worth $280K as of Q2 2026.
  • Rehmann Capital Advisory Group bought 2 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $113.
  • JPMorgan Equity Premium Income ETF made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #586 holding.
  • Rehmann Capital Advisory Group first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 4 quarters since.
  • Rehmann Capital Advisory Group's JPMorgan Equity Premium Income ETF position peaked at $281K in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.