Resonant Capital Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Resonant Capital 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 Q1	$2.97M	Sell	52,313 -131,289	-72%	-$7.64M	0.16%	97
2025 Q4	$10.6M	Buy	183,602 +4,946	+3%	+$282K	0.58%	41
2025 Q3	$10.2M	Buy	178,656 +14,945	+9%	+$849K	0.59%	38
2025 Q2	$9.31M	Buy	163,711 +3,121	+2%	+$173K	0.59%	41
2025 Q1	$9.18M	Buy	160,590 +14,924	+10%	+$869K	0.64%	37
2024 Q4	$8.43M	Buy	145,666 +6,121	+4%	+$363K	0.62%	39
2024 Q3	$8.3M	Buy	139,545 +7,546	+6%	+$434K	0.61%	35
2024 Q2	$7.48M	Buy	131,999 +17,874	+16%	+$1.01M	0.61%	39
2024 Q1	$6.6M	Buy	114,125 +9,194	+9%	+$518K	0.56%	41
2023 Q4	$5.81M	Buy	+104,931	New	+$5.66M	0.56%	40

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Resonant Capital Advisors's JEPI Position: Q1 2026 in Review

Resonant Capital Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 72% in Q1 2026, selling an estimated $7.64M and leaving 52,313 shares worth $2.97M. The position accounts for 0.16% of the portfolio, ranked #97.

Resonant Capital Advisors first reported a position in JEPI in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.6M in Q4 2025. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Resonant Capital Advisors held 52,313 shares of JPMorgan Equity Premium Income ETF worth $2.97M as of Q1 2026.
Resonant Capital Advisors sold 131,289 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $7.64M.
JPMorgan Equity Premium Income ETF made up 0.16% of Resonant Capital Advisors's portfolio in Q1 2026, its #97 holding.
Resonant Capital Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Resonant Capital Advisors's JPMorgan Equity Premium Income ETF position peaked at $10.6M in Q4 2025.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.