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IFP Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

IFP Advisors’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 		$4.5M Buy
79,641
+2,383
+3% +$135K 0.08% 279
2026
Q1 		$4.38M Buy
77,258
+388
+0.5% +$22.6K 0.09% 241
2025
Q4 		$4.4M Sell
76,870
-4,821
-6% -$275K 0.1% 218
2025
Q3 		$4.66M Buy
81,691
+8,215
+11% +$467K 0.12% 185
2025
Q2 		$4.18M Buy
73,476
+4,893
+7% +$271K 0.12% 186
2025
Q1 		$3.92M Sell
68,583
-67,815
-50% -$3.95M 0.12% 188
2024
Q4 		$7.85M Sell
136,398
-477
-0.3% -$28.3K 0.26% 80
2024
Q3 		$8.15M Sell
136,875
-12,580
-8% -$724K 0.29% 71
2024
Q2 		$8.47M Buy
149,455
+6,235
+4% +$353K 0.34% 58
2024
Q1 		$8.29M Sell
143,220
-41,877
-23% -$2.36M 0.36% 60
2023
Q4 		$10.2M Sell
185,097
-1,052
-0.6% -$56.7K 0.48% 42
2023
Q3 		$9.97M Buy
186,149
+13,232
+8% +$729K 0.45% 48
2023
Q2 		$9.57M Buy
172,917
+42,457
+33% +$2.32M 0.4% 51
2023
Q1 		$6.51M Sell
130,460
-19,995
-13% -$1.08M 0.28% 69
2022
Q4 		$7.5M Buy
150,455
+22,022
+17% +$1.2M 0.2% 95
2022
Q3 		$6.4M Buy
128,433
+28,687
+29% +$1.6M 0.17% 121
2022
Q2 		$4.97M Hold
99,746
– – 0.16% 143
2022
Q1 		$4.97M Buy
99,746
+76,823
+335% +$4.65M 0.16% 143
2021
Q4 		$1.45M Buy
22,923
+16,222
+242% +$999K 0.03% 326
2021
Q3 		$401K Buy
6,701
+6,201
+1,240% +$382K 0.01% 660
2021
Q2 		$30K Hold
500
– – ﹤0.01% 1748
2021
Q1 		$29K Sell
500
-1,400
-74% -$78.6K ﹤0.01% 1682
2020
Q4 		$106K Hold
1,900
– – ﹤0.01% 1107
2020
Q3 		$101K Buy
+1,900
New +$101K 0.01% 990

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

IFP Advisors's JEPI Position: Q2 2026 in Review

IFP Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.1% in Q2 2026, buying an estimated $135K and bringing the position to 79,641 shares worth $4.5M. The position accounts for 0.08% of the portfolio, ranked #279.

IFP Advisors first reported a position in JEPI in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.2M in Q4 2023. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • IFP Advisors held 79,641 shares of JPMorgan Equity Premium Income ETF worth $4.5M as of Q2 2026.
  • IFP Advisors bought 2,383 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $135K.
  • JPMorgan Equity Premium Income ETF made up 0.08% of IFP Advisors's portfolio in Q2 2026, its #279 holding.
  • IFP Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2020 and has held it in 24 quarters since.
  • IFP Advisors's JPMorgan Equity Premium Income ETF position peaked at $10.2M in Q4 2023.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.