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IAM Advisory’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

IAM Advisory’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 		$917K Buy
16,229
+783
+5% +$44.2K 0.18% 65
2026
Q1 		$876K Sell
15,446
-686
-4% -$39.9K 0.2% 66
2025
Q4 		$923K Buy
16,132
+227
+1% +$13K 0.21% 64
2025
Q3 		$908K Sell
15,905
-109
-0.7% -$6.19K 0.2% 62
2025
Q2 		$910K Sell
16,014
-372
-2% -$20.6K 0.22% 60
2025
Q1 		$936K Buy
16,386
+1,345
+9% +$78.4K 0.24% 59
2024
Q4 		$865K Buy
15,041
+123
+0.8% +$7.3K 0.22% 61
2024
Q3 		$888K Buy
14,918
+410
+3% +$23.6K 0.22% 61
2024
Q2 		$822K Buy
14,508
+1,529
+12% +$86.5K 0.22% 61
2024
Q1 		$751K Buy
12,979
+166
+1% +$9.35K 0.21% 61
2023
Q4 		$704K Sell
12,813
-2,409
-16% -$130K 0.22% 59
2023
Q3 		$815K Buy
15,222
+11,430
+301% +$630K 0.28% 52
2023
Q2 		$210K Sell
3,792
-7,105
-65% -$388K 0.07% 86
2023
Q1 		$595K Sell
10,897
-881
-7% -$47.8K 0.21% 60
2022
Q4 		$642K Sell
11,778
-4,945
-30% -$269K 0.24% 56
2022
Q3 		$857K Buy
16,723
+5,760
+53% +$321K 0.36% 44
2022
Q2 		$608K Buy
10,963
+4,619
+73% +$267K 0.25% 54
2022
Q1 		$389K Sell
6,344
-1,037
-14% -$62.8K 0.16% 62
2021
Q4 		$461K Buy
7,381
+2,735
+59% +$168K 0.18% 60
2021
Q3 		$279K Buy
+4,646
New +$286K 0.12% 62
2021
Q2 		– Sell
-4,494
Closed -$266K – 68
2021
Q1 		$266K Buy
4,494
+74
+2% +$4.15K 0.12% 58
2020
Q4 		$245K Buy
+4,420
New +$241K 0.12% 58

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

IAM Advisory's JEPI Position: Q2 2026 in Review

IAM Advisory increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.1% in Q2 2026, buying an estimated $44.2K and bringing the position to 16,229 shares worth $917K. The position accounts for 0.18% of the portfolio, ranked #65.

IAM Advisory first reported a position in JEPI in Q4 2020 and has held it in 22 quarters since. The position peaked at $936K in Q1 2025. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • IAM Advisory held 16,229 shares of JPMorgan Equity Premium Income ETF worth $917K as of Q2 2026.
  • IAM Advisory bought 783 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $44.2K.
  • JPMorgan Equity Premium Income ETF made up 0.18% of IAM Advisory's portfolio in Q2 2026, its #65 holding.
  • IAM Advisory first reported a position in JPMorgan Equity Premium Income ETF in Q4 2020 and has held it in 22 quarters since.
  • IAM Advisory's JPMorgan Equity Premium Income ETF position peaked at $936K in Q1 2025.
  • 1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.