Retirement Planning Group (Kansas)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Retirement Planning Group (Kansas)’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	$1.6M	Sell	28,208 -59,500	-68%	-$3.46M	0.05%	156
2025 Q4	$5.02M	Buy	87,708 +8,734	+11%	+$499K	0.16%	57
2025 Q3	$4.51M	Buy	78,974 +18,572	+31%	+$1.05M	0.16%	60
2025 Q2	$3.43M	Buy	60,402 +7,361	+14%	+$408K	0.15%	57
2025 Q1	$3.03M	Sell	53,041 -492	-0.9%	-$28.7K	0.14%	59
2024 Q4	$3.08M	Buy	53,533 +7,052	+15%	+$419K	0.15%	56
2024 Q3	$2.77M	Buy	46,481 +349	+0.8%	+$20.1K	0.15%	71
2024 Q2	$2.61M	Buy	46,132 +34,979	+314%	+$1.98M	0.17%	56
2024 Q1	$645K	Buy	11,153 +618	+6%	+$34.8K	0.05%	125
2023 Q4	$579K	Sell	10,535 -519	-5%	-$28K	0.05%	110
2023 Q3	$592K	Buy	11,054 +40	+0.4%	+$2.2K	0.06%	87
2023 Q2	$609K	Buy	11,014 +2,833	+35%	+$155K	0.06%	94
2023 Q1	$447K	Buy	8,181 +912	+13%	+$49.5K	0.05%	98
2022 Q4	$396K	Buy	7,269 +3,289	+83%	+$179K	0.05%	99
2022 Q3	$204K	Buy	+3,980	New	+$221K	0.03%	122

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 $2.42B AUM 17.68% 1-Year Est. Return

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

Retirement Planning Group (Kansas)'s JEPI Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 68% in Q1 2026, selling an estimated $3.46M and leaving 28,208 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #156.

Retirement Planning Group (Kansas) first reported a position in JEPI in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.02M in Q4 2025. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Retirement Planning Group (Kansas) held 28,208 shares of JPMorgan Equity Premium Income ETF worth $1.6M as of Q1 2026.
Retirement Planning Group (Kansas) sold 59,500 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $3.46M.
JPMorgan Equity Premium Income ETF made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #156 holding.
Retirement Planning Group (Kansas) first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 15 quarters since.
Retirement Planning Group (Kansas)'s JPMorgan Equity Premium Income ETF position peaked at $5.02M in Q4 2025.
1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.