Summit Wealth & Retirement Planning’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Summit Wealth & Retirement Planning’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	$275K	Buy	4,851 +41	+0.9%	+$2.38K	0.07%	89
2025 Q4	$275K	Hold	4,810	–	–	0.06%	89
2025 Q3	$275K	Hold	4,810	–	–	0.07%	84
2025 Q2	$273K	Sell	4,810 -90	-2%	-$4.99K	0.07%	82
2025 Q1	$280K	Buy	4,900 +190	+4%	+$11.1K	0.09%	61
2024 Q4	$271K	Buy	4,710 +832	+21%	+$49.4K	0.08%	62
2024 Q3	$231K	Buy	+3,878	New	+$223K	0.07%	64

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 $2.28B AUM 12.16% 1-Year Est. Return

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

Summit Wealth & Retirement Planning's JEPI Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.85% in Q1 2026, buying an estimated $2.38K and bringing the position to 4,851 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #89.

Summit Wealth & Retirement Planning first reported a position in JEPI in Q3 2024 and has held it in 7 quarters since. The position peaked at $280K in Q1 2025. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Summit Wealth & Retirement Planning held 4,851 shares of JPMorgan Equity Premium Income ETF worth $275K as of Q1 2026.
Summit Wealth & Retirement Planning bought 41 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $2.38K.
JPMorgan Equity Premium Income ETF made up 0.07% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #89 holding.
Summit Wealth & Retirement Planning first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 7 quarters since.
Summit Wealth & Retirement Planning's JPMorgan Equity Premium Income ETF position peaked at $280K in Q1 2025.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.