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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
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 -$9.66K – 471
2023
Q1 		$9.66K Buy
+177
New +$9.6K ﹤0.01% 312

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IAG Wealth Partners's JEPI Position: Q2 2026 in Review

IAG Wealth Partners held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 32 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

IAG Wealth Partners first reported a position in JEPI in Q1 2023 and has held it in 4 quarters since. The position peaked at $9.66K in Q1 2023. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • IAG Wealth Partners held 32 shares of JPMorgan Equity Premium Income ETF worth $1.81K as of Q2 2026.
  • IAG Wealth Partners left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #467 holding.
  • IAG Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 4 quarters since.
  • IAG Wealth Partners's JPMorgan Equity Premium Income ETF position peaked at $9.66K in Q1 2023.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.