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

Independence Asset 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	$1.35M	Buy	23,867 +2,407	+11%	+$136K	0.35%	14
2026 Q1	$1.21M	Buy	21,460 +4,680	+28%	+$272K	0.44%	12
2025 Q4	$968K	Buy	16,780 +4,374	+35%	+$250K	0.53%	11
2025 Q3	$706K	Sell	12,406 -3,111	-20%	-$177K	0.3%	15
2025 Q2	$880K	Buy	15,517 +5,949	+62%	+$330K	0.55%	14
2025 Q1	$545K	Buy	+9,568	New	+$557K	1.77%	9

Other funds holding JEPI

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIC

Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Independence Asset Advisors's JEPI Position: Q2 2026 in Review

Independence Asset Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 11% in Q2 2026, buying an estimated $136K and bringing the position to 23,867 shares worth $1.35M. The position accounts for 0.35% of the portfolio, ranked #14.

Independence Asset Advisors first reported a position in JEPI in Q1 2025 and has held it in 6 quarters since. 340 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Independence Asset Advisors held 23,867 shares of JPMorgan Equity Premium Income ETF worth $1.35M as of Q2 2026.
Independence Asset Advisors bought 2,407 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $136K.
JPMorgan Equity Premium Income ETF made up 0.35% of Independence Asset Advisors's portfolio in Q2 2026, its #14 holding.
Independence Asset Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
340 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.