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RMG Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

RMG Wealth Management’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 		$117K Buy
+2,026
New +$114K 0.01% 107
2026
Q1 		– Sell
-2,026
Closed -$118K – 629
2025
Q4 		$118K Buy
+2,026
New +$116K 0.02% 89

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

RMG Wealth Management's JEPI Position: Q2 2026 in Review

RMG Wealth Management opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 2,026 shares worth $117K. The stake represents 0.01% of the portfolio and ranks #107 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in JEPI as recently as Q4 2025.

RMG Wealth Management first reported a position in JEPI in Q4 2025 and has held it in 2 quarters since. The position peaked at $118K in Q4 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • RMG Wealth Management held 2,026 shares of JPMorgan Equity Premium Income ETF worth $117K as of Q2 2026.
  • JPMorgan Equity Premium Income ETF was a new RMG Wealth Management position in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.01% of RMG Wealth Management's portfolio in Q2 2026, its #107 holding.
  • RMG Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • RMG Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $118K in Q4 2025.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.