RPS Advisory Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

RPS Advisory Solutions’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 Q1	$234K	Sell	4,131 -411	-9%	-$23.9K	0.13%	96
2025 Q4	$260K	Sell	4,542 -131	-3%	-$7.48K	0.12%	110
2025 Q3	$267K	Sell	4,673 -267	-5%	-$15.2K	0.13%	109
2025 Q2	$281K	Sell	4,940 -145	-3%	-$8.03K	0.15%	82
2025 Q1	$291K	Buy	5,085 +6	+0.1%	+$350	0.21%	67
2024 Q4	$292K	Buy	5,079 +381	+8%	+$22.6K	0.18%	84
2024 Q3	$280K	Sell	4,698 -201	-4%	-$11.6K	0.2%	76
2024 Q2	$278K	Buy	+4,899	New	+$277K	0.26%	69

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RPS Advisory Solutions's JEPI Position: Q1 2026 in Review

RPS Advisory Solutions reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 9% in Q1 2026, selling an estimated $23.9K and leaving 4,131 shares worth $234K. The position accounts for 0.13% of the portfolio, ranked #96.

RPS Advisory Solutions first reported a position in JEPI in Q2 2024 and has held it in 8 quarters since. The position peaked at $292K in Q4 2024. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

RPS Advisory Solutions held 4,131 shares of JPMorgan Equity Premium Income ETF worth $234K as of Q1 2026.
RPS Advisory Solutions sold 411 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $23.9K.
JPMorgan Equity Premium Income ETF made up 0.13% of RPS Advisory Solutions's portfolio in Q1 2026, its #96 holding.
RPS Advisory Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 8 quarters since.
RPS Advisory Solutions's JPMorgan Equity Premium Income ETF position peaked at $292K in Q4 2024.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on RPS Advisory Solutions's 13F filing for Q1 2026, filed 4 May 2026.