XY Planning Network
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
Q3 		$997K Buy
17,730
+387
+2% +$22.1K 0.11% 153
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

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Sterling Investment Counsel
Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return

XY Planning Network's JEPI Position: Q3 2026 in Review

XY Planning Network increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.2% in Q3 2026, buying an estimated $22.1K and bringing the position to 17,730 shares worth $997K. The position accounts for 0.11% of the portfolio, ranked #153.

XY Planning Network first reported a position in JEPI in Q4 2024 and has held it in 5 quarters since. 495 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • XY Planning Network held 17,730 shares of JPMorgan Equity Premium Income ETF worth $997K as of Q3 2026.
  • XY Planning Network bought 387 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $22.1K.
  • JPMorgan Equity Premium Income ETF made up 0.11% of XY Planning Network's portfolio in Q3 2026, its #153 holding.
  • XY Planning Network first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 5 quarters since.
  • 495 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.