Avantax Planning Partners Inc., a registered investment advisor, disclosed holdings of $22.41 million in the JPMorgan Equity Premium Income ETF (NYSEARCA: JEPI), according to its most recent 13F filing with the Securities and Exchange Commission. The filing, dated for the quarter ending June 30, 2026, shows the firm increased its position by 5.2% compared to the previous quarter.
JEPI is a popular exchange-traded fund that focuses on generating monthly income through a combination of equity exposure and options strategies. As of July 14, 2026, the fund has approximately $28 billion in assets under management and a dividend yield of around 7.2%.
Avantax Planning Partners manages over $10 billion in client assets and often invests in income-focused ETFs like JEPI for its clients seeking regular payouts. The firm's increased stake reflects ongoing demand for yield in the current interest rate environment.
