Independence Bank of Kentucky’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Independence Bank of Kentucky’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	$122K	Hold	2,157	–	–	0.01%	320
2026 Q1	$122K	Hold	2,157	–	–	0.02%	321
2025 Q4	$123K	Sell	2,157 -10,570	-83%	-$604K	0.02%	330
2025 Q3	$727K	Sell	12,727 -63	-0.5%	-$3.58K	0.09%	175
2025 Q2	$727K	Hold	12,790	–	–	0.1%	162
2025 Q1	$731K	Sell	12,790 -500	-4%	-$29.1K	0.11%	159
2024 Q4	$765K	Hold	13,290	–	–	0.12%	154
2024 Q3	$791K	Hold	13,290	–	–	0.17%	128
2024 Q2	$753K	Hold	13,290	–	–	0.2%	119
2024 Q1	$769K	Buy	13,290 +1,660	+14%	+$93.5K	0.23%	107
2023 Q4	$639K	Hold	11,630	–	–	0.22%	110
2023 Q3	$623K	Buy	11,630 +9,630	+482%	+$531K	0.26%	90
2023 Q2	$111K	Hold	2,000	–	–	0.04%	225
2023 Q1	$109K	Hold	2,000	–	–	0.05%	212
2022 Q4	$109K	Hold	2,000	–	–	0.05%	206
2022 Q3	$102K	Hold	2,000	–	–	0.05%	193
2022 Q2	$111K	Buy	+2,000	New	+$116K	0.05%	195

Other funds holding JEPI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Independence Bank of Kentucky's JEPI Position: Q2 2026 in Review

Independence Bank of Kentucky held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 2,157 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #320.

Independence Bank of Kentucky first reported a position in JEPI in Q2 2022 and has held it in 17 quarters since. The position peaked at $791K in Q3 2024. 992 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Independence Bank of Kentucky held 2,157 shares of JPMorgan Equity Premium Income ETF worth $122K as of Q2 2026.
Independence Bank of Kentucky left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #320 holding.
Independence Bank of Kentucky first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 17 quarters since.
Independence Bank of Kentucky's JPMorgan Equity Premium Income ETF position peaked at $791K in Q3 2024.
992 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.