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 Q2	$389K	Buy	6,887 +2,036	+42%	+$115K	0.08%	75
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 $1.89T 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

Summit Wealth & Retirement Planning's JEPI Position: Q2 2026 in Review

Summit Wealth & Retirement Planning increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 42% in Q2 2026, buying an estimated $115K and bringing the position to 6,887 shares worth $389K. The position accounts for 0.08% of the portfolio, ranked #75.

Summit Wealth & Retirement Planning first reported a position in JEPI in Q3 2024 and has held it in 8 quarters since. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Summit Wealth & Retirement Planning held 6,887 shares of JPMorgan Equity Premium Income ETF worth $389K as of Q2 2026.
Summit Wealth & Retirement Planning bought 2,036 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $115K.
JPMorgan Equity Premium Income ETF made up 0.08% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #75 holding.
Summit Wealth & Retirement Planning first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.