Tempus Wealth Planning’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Tempus Wealth 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	$3.31M	Buy	58,552 +16,800	+40%	+$949K	0.65%	33
2026 Q1	$2.37M	Buy	41,752 +38,113	+1,047%	+$2.22M	0.54%	45
2025 Q4	$208K	Sell	3,639 -15,850	-81%	-$905K	0.05%	268
2025 Q3	$1.11M	Buy	19,489 +850	+5%	+$48.3K	0.26%	107
2025 Q2	$1.06M	Hold	18,639	–	–	0.26%	107
2025 Q1	$1.07M	Buy	18,639 +8,550	+85%	+$498K	0.32%	91
2024 Q4	$580K	Buy	+10,089	New	+$599K	0.18%	125
2024 Q2	–	Sell	-7,481	Closed	-$433K	–	214
2024 Q1	$433K	Sell	7,481 -490	-6%	-$27.6K	0.19%	123
2023 Q4	$438K	Buy	+7,971	New	+$430K	0.19%	112

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

Tempus Wealth Planning's JEPI Position: Q2 2026 in Review

Tempus Wealth Planning increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 40% in Q2 2026, buying an estimated $949K and bringing the position to 58,552 shares worth $3.31M. The position accounts for 0.65% of the portfolio, ranked #33.

Tempus Wealth Planning first reported a position in JEPI in Q4 2023 and has held it in 9 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Tempus Wealth Planning held 58,552 shares of JPMorgan Equity Premium Income ETF worth $3.31M as of Q2 2026.
Tempus Wealth Planning bought 16,800 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $949K.
JPMorgan Equity Premium Income ETF made up 0.65% of Tempus Wealth Planning's portfolio in Q2 2026, its #33 holding.
Tempus Wealth Planning first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 9 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.