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

IFG 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	$1.84M	Buy	32,559 +28,559	+714%	+$1.61M	0.06%	306
2026 Q1	$227K	Sell	4,000 -23,650	-86%	-$1.38M	0.65%	25
2025 Q4	$1.58M	Buy	+27,650	New	+$1.58M	0.07%	290

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IFG Advisory's JEPI Position: Q2 2026 in Review

IFG Advisory increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 714% in Q2 2026, buying an estimated $1.61M and bringing the position to 32,559 shares worth $1.84M. The position accounts for 0.06% of the portfolio, ranked #306.

IFG Advisory first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. 1,410 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

IFG Advisory held 32,559 shares of JPMorgan Equity Premium Income ETF worth $1.84M as of Q2 2026.
IFG Advisory bought 28,559 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.61M.
JPMorgan Equity Premium Income ETF made up 0.06% of IFG Advisory's portfolio in Q2 2026, its #306 holding.
IFG Advisory first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
1,410 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.