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RMR Wealth Builders’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

RMR Wealth Builders’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 		$1.64M Buy
+28,972
New +$1.64M 0.1% 99
2025
Q4 		– Sell
-3,571
Closed -$204K – 286
2025
Q3 		$204K Sell
3,571
-750
-17% -$42.6K 0.02% 277
2025
Q2 		$246K Sell
4,321
-806
-16% -$44.6K 0.02% 253
2025
Q1 		$293K Buy
5,127
+316
+7% +$18.4K 0.03% 206
2024
Q4 		$277K Buy
+4,811
New +$286K 0.03% 217

Other funds holding JEPI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RMR Wealth Builders's JEPI Position: Q2 2026 in Review

RMR Wealth Builders opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 28,972 shares worth $1.64M. The stake represents 0.1% of the portfolio and ranks #99 among its holdings. This is a return to the name: RMR Wealth Builders previously reported a position in JEPI as recently as Q3 2025.

RMR Wealth Builders first reported a position in JEPI in Q4 2024 and has held it in 5 quarters since. 658 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • RMR Wealth Builders held 28,972 shares of JPMorgan Equity Premium Income ETF worth $1.64M as of Q2 2026.
  • JPMorgan Equity Premium Income ETF was a new RMR Wealth Builders position in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.1% of RMR Wealth Builders's portfolio in Q2 2026, its #99 holding.
  • RMR Wealth Builders first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 5 quarters since.
  • 658 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.