Independent Advisor Alliance’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Independent Advisor Alliance’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 Q1	$9.37M	Buy	165,300 +141,345	+590%	+$8.22M	0.1%	182
2025 Q4	$1.37M	Sell	23,955 -4,424	-16%	-$253K	0.03%	387
2025 Q3	$1.62M	Buy	28,379 +2,229	+9%	+$127K	0.04%	342
2025 Q2	$1.49M	Buy	26,150 +10,037	+62%	+$556K	0.04%	336
2025 Q1	$921K	Buy	16,113 +2,857	+22%	+$166K	0.03%	386
2024 Q4	$763K	Sell	13,256 -1,307	-9%	-$77.6K	0.01%	804
2024 Q3	$867K	Buy	14,563 +667	+5%	+$38.4K	0.03%	350
2024 Q2	$788K	Sell	13,896 -2,182	-14%	-$123K	0.03%	372
2024 Q1	$930K	Sell	16,078 -2,389	-13%	-$135K	0.03%	336
2023 Q4	$1.02M	Sell	18,467 -6,579	-26%	-$355K	0.04%	307
2023 Q3	$1.34M	Buy	25,046 +7,234	+41%	+$399K	0.06%	248
2023 Q2	$986K	Buy	+17,812	New	+$973K	0.04%	305

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Advisor Alliance's JEPI Position: Q1 2026 in Review

Independent Advisor Alliance increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 590% in Q1 2026, buying an estimated $8.22M and bringing the position to 165,300 shares worth $9.37M. The position accounts for 0.1% of the portfolio, ranked #182.

Independent Advisor Alliance first reported a position in JEPI in Q2 2023 and has held it in 12 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Independent Advisor Alliance held 165,300 shares of JPMorgan Equity Premium Income ETF worth $9.37M as of Q1 2026.
Independent Advisor Alliance bought 141,345 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $8.22M.
JPMorgan Equity Premium Income ETF made up 0.1% of Independent Advisor Alliance's portfolio in Q1 2026, its #182 holding.
Independent Advisor Alliance first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 12 quarters since.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.