IWN
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Independent Wealth Network’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Independent Wealth Network’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 		$3.26M Buy
57,567
+15,104
+36% +$879K 0.97% 17
2025
Q4 		$2.43M Sell
42,463
-92
-0.2% -$5.25K 0.74% 28
2025
Q3 		$2.43M Buy
42,555
+2,186
+5% +$124K 0.78% 28
2025
Q2 		$2.3M Buy
40,369
+1,208
+3% +$66.9K 0.84% 30
2025
Q1 		$2.24M Buy
39,161
+2,859
+8% +$167K 0.89% 27
2024
Q4 		$2.09M Buy
36,302
+5,248
+17% +$312K 0.85% 30
2024
Q3 		$1.85M Buy
31,054
+1,161
+4% +$66.8K 0.82% 31
2024
Q2 		$1.69M Sell
29,893
-42,972
-59% -$2.43M 0.79% 33
2024
Q1 		$4.22M Sell
72,865
-523
-0.7% -$29.5K 1.98% 10
2023
Q4 		$4.03M Buy
73,388
+7,335
+11% +$395K 2.12% 8
2023
Q3 		$3.54M Buy
66,053
+5,544
+9% +$305K 2.18% 9
2023
Q2 		$3.35M Buy
60,509
+11,719
+24% +$640K 2.01% 10
2023
Q1 		$2.66M Buy
48,790
+2,079
+4% +$113K 1.7% 13
2022
Q4 		$2.55M Buy
46,711
+21,783
+87% +$1.18M 1.74% 13
2022
Q3 		$1.28M Buy
24,928
+19,139
+331% +$1.07M 1% 20
2022
Q2 		$321K Sell
5,789
-66
-1% -$3.82K 0.23% 117
2022
Q1 		$359K Sell
5,855
-15
-0.3% -$908 0.23% 121
2021
Q4 		$371K Buy
5,870
+263
+5% +$16.2K 0.23% 118
2021
Q3 		$346K Buy
+5,607
New +$345K 0.23% 122

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Wealth Network's JEPI Position: Q1 2026 in Review

Independent Wealth Network increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 36% in Q1 2026, buying an estimated $879K and bringing the position to 57,567 shares worth $3.26M. The position accounts for 0.97% of the portfolio, ranked #17.

Independent Wealth Network first reported a position in JEPI in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.22M in Q1 2024. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Independent Wealth Network held 57,567 shares of JPMorgan Equity Premium Income ETF worth $3.26M as of Q1 2026.
  • Independent Wealth Network bought 15,104 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $879K.
  • JPMorgan Equity Premium Income ETF made up 0.97% of Independent Wealth Network's portfolio in Q1 2026, its #17 holding.
  • Independent Wealth Network first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 19 quarters since.
  • Independent Wealth Network's JPMorgan Equity Premium Income ETF position peaked at $4.22M in Q1 2024.
  • 1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.