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

Independent Investors Inc’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	$517K	Sell	8,410 -710	-8%	-$42.1K	0.1%	61
2026 Q1	$506K	Hold	9,120	–	–	0.1%	58
2025 Q4	$530K	Buy	9,120 +75	+0.8%	+$4.36K	0.1%	58
2025 Q3	$520K	Buy	9,045 +4,000	+79%	+$222K	0.1%	58
2025 Q2	$274K	Hold	5,045	–	–	0.06%	63
2025 Q1	$261K	Buy	+5,045	New	+$281K	0.06%	64

Other funds holding JEPQ

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Independent Investors Inc reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 7.8% in Q2 2026, selling an estimated $42.1K and leaving 8,410 shares worth $517K. The position accounts for 0.1% of the portfolio, ranked #61.

Independent Investors Inc first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $530K in Q4 2025. 992 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Independent Investors Inc held 8,410 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $517K as of Q2 2026.
Independent Investors Inc sold 710 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $42.1K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Independent Investors Inc's portfolio in Q2 2026, its #61 holding.
Independent Investors Inc first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
Independent Investors Inc's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $530K in Q4 2025.
992 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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