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

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

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. 1,413 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.
1,413 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.