WealthPLAN Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

WealthPLAN Partners’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
2025 Q2	–	Sell	-7,387	Closed	-$422K	–	261
2025 Q1	$422K	Buy	7,387 +2,242	+44%	+$131K	0.06%	178
2024 Q4	$296K	Sell	5,145 -1,140	-18%	-$67.7K	0.04%	215
2024 Q3	$374K	Buy	6,285 +682	+12%	+$39.2K	0.05%	206
2024 Q2	$318K	Sell	5,603 -98,638	-95%	-$5.58M	0.03%	245
2024 Q1	$6.03M	Buy	104,241 +1,382	+1%	+$77.9K	0.62%	45
2023 Q4	$5.66M	Buy	102,859 +2,718	+3%	+$147K	0.58%	56
2023 Q3	$5.36M	Buy	100,141 +31,354	+46%	+$1.73M	0.62%	51
2023 Q2	$3.81M	Sell	68,787 -9,587	-12%	-$524K	0.54%	46
2023 Q1	$4.28M	Sell	78,374 -50,923	-39%	-$2.76M	0.49%	56
2022 Q4	$7.1M	Buy	+129,297	New	+$7.02M	0.5%	56

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPLAN Partners's JEPI Position: Q2 2025 in Review

WealthPLAN Partners sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2025, closing a stake of 7,387 shares — an estimated $422K sold.

WealthPLAN Partners first reported a position in JEPI in Q4 2022 and held it in 10 quarters. The position peaked at $7.1M in Q4 2022. 1,286 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

WealthPLAN Partners reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
WealthPLAN Partners sold 7,387 JPMorgan Equity Premium Income ETF shares in Q2 2025, an estimated $422K.
WealthPLAN Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and held it in 10 quarters.
WealthPLAN Partners's JPMorgan Equity Premium Income ETF position peaked at $7.1M in Q4 2022.
1,286 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on WealthPLAN Partners's 13F filing for Q2 2025, filed 28 Jul 2025.