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Retirement Income Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Retirement Income Solutions’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 		$210K Hold
3,705
– – 0.04% 163
2026
Q1 		$210K Hold
3,705
– – 0.04% 164
2025
Q4 		$212K Hold
3,705
– – 0.04% 162
2025
Q3 		$212K Buy
+3,705
New +$210K 0.04% 157

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

Retirement Income Solutions's JEPI Position: Q2 2026 in Review

Retirement Income Solutions held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 3,705 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #163.

Retirement Income Solutions first reported a position in JEPI in Q3 2025 and has held it in 4 quarters since. The position peaked at $212K in Q4 2025. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Retirement Income Solutions held 3,705 shares of JPMorgan Equity Premium Income ETF worth $210K as of Q2 2026.
  • Retirement Income Solutions left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.04% of Retirement Income Solutions's portfolio in Q2 2026, its #163 holding.
  • Retirement Income Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Retirement Income Solutions's JPMorgan Equity Premium Income ETF position peaked at $212K in Q4 2025.
  • 1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.