Reliant Wealth Planning’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Reliant Wealth Planning’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	$262K	Hold	4,633	–	–	0.07%	52
2026 Q1	$263K	Sell	4,633 -2,329	-33%	-$135K	0.08%	45
2025 Q4	$399K	Sell	6,962 -1,704	-20%	-$97.3K	0.12%	35
2025 Q3	$495K	Buy	8,666 +1,704	+24%	+$96.8K	0.16%	33
2025 Q2	$396K	Buy	6,962 +55	+0.8%	+$3.05K	0.15%	32
2025 Q1	$395K	Buy	6,907 +2,194	+47%	+$128K	0.18%	22
2024 Q4	$271K	Hold	4,713	–	–	0.13%	25
2024 Q3	$280K	Sell	4,713 -94	-2%	-$5.41K	0.12%	22
2024 Q2	$272K	Buy	+4,807	New	+$272K	0.13%	21

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

Reliant Wealth Planning's JEPI Position: Q2 2026 in Review

Reliant Wealth Planning held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 4,633 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #52.

Reliant Wealth Planning first reported a position in JEPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $495K in Q3 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Reliant Wealth Planning held 4,633 shares of JPMorgan Equity Premium Income ETF worth $262K as of Q2 2026.
Reliant Wealth Planning left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.07% of Reliant Wealth Planning's portfolio in Q2 2026, its #52 holding.
Reliant Wealth Planning first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
Reliant Wealth Planning's JPMorgan Equity Premium Income ETF position peaked at $495K in Q3 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Reliant Wealth Planning's 13F filing for Q2 2026, filed 7 Aug 2026.