Resources Management Corp’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Resources Management Corp’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	$20K	Buy	353 +3	+0.9%	+$175	﹤0.01%	312
2025 Q4	$20K	Hold	350	–	–	﹤0.01%	318
2025 Q3	$20K	Hold	350	–	–	﹤0.01%	300
2025 Q2	$20K	Hold	350	–	–	﹤0.01%	317
2025 Q1	$20K	Hold	350	–	–	﹤0.01%	326
2024 Q4	$20K	Hold	350	–	–	﹤0.01%	325
2024 Q3	$21K	Hold	350	–	–	﹤0.01%	333
2024 Q2	$20K	Hold	350	–	–	﹤0.01%	329
2024 Q1	$20K	Hold	350	–	–	﹤0.01%	333
2023 Q4	$19K	Hold	350	–	–	﹤0.01%	335
2023 Q3	$19K	Hold	350	–	–	﹤0.01%	335
2023 Q2	$19K	Buy	350 +285	+438%	+$15.6K	﹤0.01%	334
2023 Q1	$6K	Sell	65 -285	-81%	-$15.5K	﹤0.01%	402
2022 Q4	$19K	Hold	350	–	–	﹤0.01%	341
2022 Q3	$18K	Hold	350	–	–	﹤0.01%	351
2022 Q2	$19K	Buy	+350	New	+$20.3K	﹤0.01%	356

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

Resources Management Corp's JEPI Position: Q1 2026 in Review

Resources Management Corp increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.86% in Q1 2026, buying an estimated $175 and bringing the position to 353 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Resources Management Corp first reported a position in JEPI in Q2 2022 and has held it in 16 quarters since. The position peaked at $21K in Q3 2024. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Resources Management Corp held 353 shares of JPMorgan Equity Premium Income ETF worth $20K as of Q1 2026.
Resources Management Corp bought 3 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $175.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Resources Management Corp's portfolio in Q1 2026, its #312 holding.
Resources Management Corp first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 16 quarters since.
Resources Management Corp's JPMorgan Equity Premium Income ETF position peaked at $21K in Q3 2024.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.