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

Independent Advisor Alliance’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 		– Sell
-568,891
Closed -$31.6M – 1389
2026
Q1 		$31.6M Buy
+568,891
New +$32.9M 0.34% 61
2025
Q1 		– Sell
-231,669
Closed -$13.1M – 1118
2024
Q4 		$13.1M Buy
+231,669
New +$13M 0.17% 132

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Independent Advisor Alliance sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026, closing a stake of 568,891 shares — an estimated $31.6M sold.

Independent Advisor Alliance first reported a position in JEPQ in Q4 2024 and held it in 2 quarters. The position peaked at $31.6M in Q1 2026. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Independent Advisor Alliance reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 568,891 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $31.6M.
  • Independent Advisor Alliance first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $31.6M in Q1 2026.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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