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WealthPlan Investment Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

WealthPlan Investment Management’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 		$590K Sell
10,452
-391
-4% -$22.1K 0.03% 292
2026
Q1 		$615K Sell
10,843
-7,489
-41% -$436K 0.03% 278
2025
Q4 		$1.05M Sell
18,332
-14,552
-44% -$831K 0.07% 197
2025
Q3 		$1.88M Buy
32,884
+423
+1% +$24K 0.12% 134
2025
Q2 		$1.85M Buy
32,461
+9,700
+43% +$537K 0.13% 131
2025
Q1 		$1.3M Buy
22,761
+1,895
+9% +$110K 0.13% 120
2024
Q4 		$1.2M Buy
20,866
+2,404
+13% +$143K 0.12% 123
2024
Q3 		$1.1M Buy
18,462
+357
+2% +$20.5K 0.11% 123
2024
Q2 		$1.03M Sell
18,105
-65,108
-78% -$3.68M 0.16% 97
2024
Q1 		$4.81M Buy
83,213
+16,966
+26% +$956K 0.73% 58
2023
Q4 		$3.64M Buy
66,247
+1,797
+3% +$96.9K 0.58% 61
2023
Q3 		$3.45M Buy
64,450
+26,527
+70% +$1.46M 0.61% 57
2023
Q2 		$2.1M Sell
37,923
-12,355
-25% -$675K 0.63% 55
2023
Q1 		$2.75M Sell
50,278
-78,925
-61% -$4.28M 0.47% 61
2022
Q4 		$7.11M Buy
129,203
+11,158
+9% +$606K 0.5% 56
2022
Q3 		$6.56M Buy
+118,045
New +$6.57M 0.48% 61

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPlan Investment Management's JEPI Position: Q2 2026 in Review

WealthPlan Investment Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.6% in Q2 2026, selling an estimated $22.1K and leaving 10,452 shares worth $590K. The position accounts for 0.03% of the portfolio, ranked #292.

WealthPlan Investment Management first reported a position in JEPI in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.11M in Q4 2022. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • WealthPlan Investment Management held 10,452 shares of JPMorgan Equity Premium Income ETF worth $590K as of Q2 2026.
  • WealthPlan Investment Management sold 391 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $22.1K.
  • JPMorgan Equity Premium Income ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #292 holding.
  • WealthPlan Investment Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's JPMorgan Equity Premium Income ETF position peaked at $7.11M in Q4 2022.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.