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 Q2	$1.43M	Sell	25,288 -140,012	-85%	-$7.91M	0.03%	358
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Advisor Alliance's JEPI Position: Q2 2026 in Review

Independent Advisor Alliance reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 85% in Q2 2026, selling an estimated $7.91M and leaving 25,288 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #358.

Independent Advisor Alliance first reported a position in JEPI in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.37M in Q1 2026. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Independent Advisor Alliance held 25,288 shares of JPMorgan Equity Premium Income ETF worth $1.43M as of Q2 2026.
Independent Advisor Alliance sold 140,012 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $7.91M.
JPMorgan Equity Premium Income ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #358 holding.
Independent Advisor Alliance first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
Independent Advisor Alliance's JPMorgan Equity Premium Income ETF position peaked at $9.37M in Q1 2026.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.