XPN
JEPI icon

XY Planning Network’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

XY Planning Network’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 		$980K Buy
17,343
+1,252
+8% +$70.7K 0.12% 149
2026
Q1 		$908K Buy
16,091
+2,973
+23% +$173K 0.15% 135
2025
Q4 		$751K Buy
+13,118
New +$749K 0.13% 139
2025
Q1 		– Sell
-6,018
Closed -$346K – 111
2024
Q4 		$346K Buy
+6,018
New +$357K 0.26% 70

Other funds holding JEPI

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

XY Planning Network's JEPI Position: Q2 2026 in Review

XY Planning Network increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.8% in Q2 2026, buying an estimated $70.7K and bringing the position to 17,343 shares worth $980K. The position accounts for 0.12% of the portfolio, ranked #149.

XY Planning Network first reported a position in JEPI in Q4 2024 and has held it in 4 quarters since. 499 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • XY Planning Network held 17,343 shares of JPMorgan Equity Premium Income ETF worth $980K as of Q2 2026.
  • XY Planning Network bought 1,252 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $70.7K.
  • JPMorgan Equity Premium Income ETF made up 0.12% of XY Planning Network's portfolio in Q2 2026, its #149 holding.
  • XY Planning Network first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 4 quarters since.
  • 499 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.