IAG Wealth Partners
JEPI icon

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

IAG Wealth 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
2026
Q3 		$1.8K Hold
32
– – ﹤0.01% 492
2026
Q2 		$1.81K Hold
32
– – ﹤0.01% 467
2026
Q1 		$1.81K Hold
32
– – ﹤0.01% 472
2025
Q4 		$1.83K Buy
+32
New +$1.83K ﹤0.01% 452
2023
Q2 		– Sell
-177
Closed -$9.7K – 471
2023
Q1 		$9.7K Buy
+177
New +$9.6K ﹤0.01% 312

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

IAG Wealth Partners's JEPI Position: Q3 2026 in Review

IAG Wealth Partners held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q3 2026 at 32 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

IAG Wealth Partners first reported a position in JEPI in Q1 2023 and has held it in 5 quarters since. The position peaked at $9.7K in Q1 2023. 1,269 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • IAG Wealth Partners held 32 shares of JPMorgan Equity Premium Income ETF worth $1.8K as of Q3 2026.
  • IAG Wealth Partners left its JPMorgan Equity Premium Income ETF share count unchanged in Q3 2026.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #492 holding.
  • IAG Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 5 quarters since.
  • IAG Wealth Partners's JPMorgan Equity Premium Income ETF position peaked at $9.7K in Q1 2023.
  • 1,269 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.