Independent Investors Inc’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Independent Investors Inc’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	$805K	Sell	14,251 -960	-6%	-$54.2K	0.15%	53
2026 Q1	$862K	Hold	15,211	–	–	0.17%	49
2025 Q4	$871K	Hold	15,211	–	–	0.16%	49
2025 Q3	$869K	Sell	15,211 -104	-0.7%	-$5.91K	0.17%	51
2025 Q2	$871K	Sell	15,315 -1,350	-8%	-$74.8K	0.19%	49
2025 Q1	$952K	Buy	16,665 +2,245	+16%	+$131K	0.2%	45
2024 Q4	$830K	Hold	14,420	–	–	0.16%	50
2024 Q3	$858K	Hold	14,420	–	–	0.17%	48
2024 Q2	$817K	Hold	14,420	–	–	0.18%	46
2024 Q1	$834K	Sell	14,420 -150	-1%	-$8.45K	0.2%	47
2023 Q4	$801K	Hold	14,570	–	–	0.18%	45
2023 Q3	$780K	Buy	14,570 +2,800	+24%	+$154K	0.2%	46
2023 Q2	$651K	Buy	11,770 +1,000	+9%	+$54.6K	0.15%	47
2023 Q1	$588K	Buy	10,770 +1,000	+10%	+$54.3K	0.15%	52
2022 Q4	$532K	Buy	+9,770	New	+$531K	0.15%	52

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independent Investors Inc's JEPI Position: Q2 2026 in Review

Independent Investors Inc reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.3% in Q2 2026, selling an estimated $54.2K and leaving 14,251 shares worth $805K. The position accounts for 0.15% of the portfolio, ranked #53.

Independent Investors Inc first reported a position in JEPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $952K in Q1 2025. 1,366 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Independent Investors Inc held 14,251 shares of JPMorgan Equity Premium Income ETF worth $805K as of Q2 2026.
Independent Investors Inc sold 960 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $54.2K.
JPMorgan Equity Premium Income ETF made up 0.15% of Independent Investors Inc's portfolio in Q2 2026, its #53 holding.
Independent Investors Inc first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
Independent Investors Inc's JPMorgan Equity Premium Income ETF position peaked at $952K in Q1 2025.
1,366 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Independent Investors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.