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

Retirement Planning Group (New York)’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	$15.1M	Buy	267,107 +22,819	+9%	+$1.29M	8.22%	1
2026 Q1	$13.8M	Buy	244,288 +14,045	+6%	+$817K	8.92%	1
2025 Q4	$13.3M	Buy	230,243 +33,160	+17%	+$1.89M	9.06%	1
2025 Q3	$11.3M	Buy	197,083 +24,618	+14%	+$1.4M	8.42%	2
2025 Q2	$9.8M	Buy	172,465 +26,876	+18%	+$1.49M	8.62%	2
2025 Q1	$8.32M	Buy	145,589 +21,298	+17%	+$1.24M	8.47%	2
2024 Q4	$7.17M	Buy	+124,291	New	+$7.38M	7.89%	2

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

Retirement Planning Group (New York)'s JEPI Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 9.3% in Q2 2026, buying an estimated $1.29M and bringing the position to 267,107 shares worth $15.1M. The position accounts for 8.22% of the portfolio, ranked #1.

Retirement Planning Group (New York) first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. 1,410 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Retirement Planning Group (New York) held 267,107 shares of JPMorgan Equity Premium Income ETF worth $15.1M as of Q2 2026.
Retirement Planning Group (New York) bought 22,819 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.29M.
JPMorgan Equity Premium Income ETF made up 8.22% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #1 holding.
Retirement Planning Group (New York) first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,410 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.