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 Q2	–	Sell	-353	Closed	-$20K	–	285
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 $1.89T 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

Resources Management Corp's JEPI Position: Q2 2026 in Review

Resources Management Corp sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 353 shares — an estimated $20K sold.

Resources Management Corp first reported a position in JEPI in Q2 2022 and held it in 16 quarters. The position peaked at $21K in Q3 2024. 1,410 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Resources Management Corp reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Resources Management Corp sold 353 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $20K.
Resources Management Corp first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and held it in 16 quarters.
Resources Management Corp's JPMorgan Equity Premium Income ETF position peaked at $21K in Q3 2024.
1,410 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.