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

Independence Bank of Kentucky’s Portfolio JEPQ Stock Details JEPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.3K Hold
720
– – 0.01% 408
2026
Q1 		$40K Hold
720
– – 0.01% 427
2025
Q4 		$41.8K Sell
720
-9,800
-93% -$569K 0.01% 424
2025
Q3 		$605K Hold
10,520
– – 0.08% 191
2025
Q2 		$572K Hold
10,520
– – 0.08% 187
2025
Q1 		$545K Buy
10,520
+7,800
+287% +$434K 0.09% 186
2024
Q4 		$153K Hold
2,720
– – 0.02% 305
2024
Q3 		$149K Hold
2,720
– – 0.03% 291
2024
Q2 		$151K Buy
2,720
+2,000
+278% +$107K 0.04% 263
2024
Q1 		$39.1K Hold
720
– – 0.01% 340
2023
Q4 		$36K Hold
720
– – 0.01% 331
2023
Q3 		$33.8K Buy
+720
New +$34.7K 0.01% 313

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Independence Bank of Kentucky held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 720 shares worth $44.3K. The position accounts for 0.01% of the portfolio, ranked #408.

Independence Bank of Kentucky first reported a position in JEPQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $605K in Q3 2025. 829 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Independence Bank of Kentucky held 720 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $44.3K as of Q2 2026.
  • Independence Bank of Kentucky left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #408 holding.
  • Independence Bank of Kentucky first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Independence Bank of Kentucky's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $605K in Q3 2025.
  • 829 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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