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 Q3	$329K	Sell	5,856 -23,116	-80%	-$1.32M	0.02%	238
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

RMR Wealth Builders's JEPI Position: Q3 2026 in Review

RMR Wealth Builders reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 80% in Q3 2026, selling an estimated $1.32M and leaving 5,856 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #238.

RMR Wealth Builders first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.64M in Q2 2026. 916 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

RMR Wealth Builders held 5,856 shares of JPMorgan Equity Premium Income ETF worth $329K as of Q3 2026.
RMR Wealth Builders sold 23,116 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $1.32M.
JPMorgan Equity Premium Income ETF made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #238 holding.
RMR Wealth Builders first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
RMR Wealth Builders's JPMorgan Equity Premium Income ETF position peaked at $1.64M in Q2 2026.
916 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.