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Stonebridge Financial Planning Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Stonebridge Financial Planning Group’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 		$968K Buy
+17,135
New +$968K 0.31% 97

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 $44.6B AUM 28.94% 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

Stonebridge Financial Planning Group's JEPI Position: Q2 2026 in Review

Stonebridge Financial Planning Group opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 17,135 shares worth $968K. The stake represents 0.31% of the portfolio and ranks #97 among its holdings.

734 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Stonebridge Financial Planning Group held 17,135 shares of JPMorgan Equity Premium Income ETF worth $968K as of Q2 2026.
  • JPMorgan Equity Premium Income ETF was a new Stonebridge Financial Planning Group position in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.31% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #97 holding.
  • 734 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.