Indie Asset Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Indie Asset Partners’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
2025 Q2	–	Sell	-13,765	Closed	-$787K	–	87
2025 Q1	$787K	Sell	13,765 -363	-3%	-$21.1K	0.68%	24
2024 Q4	$813K	Buy	14,128 +270	+2%	+$16K	0.64%	25
2024 Q3	$825K	Sell	13,858 -1,490	-10%	-$85.7K	0.62%	26
2024 Q2	$870K	Buy	15,348 +5,049	+49%	+$286K	0.69%	25
2024 Q1	$596K	Buy	10,299 +3,439	+50%	+$194K	0.53%	31
2023 Q4	$377K	Sell	6,860 -949	-12%	-$51.2K	0.34%	42
2023 Q3	$418K	Sell	7,809 -98	-1%	-$5.4K	0.42%	38
2023 Q2	$438K	Buy	7,907 +925	+13%	+$50.5K	0.48%	35
2023 Q1	$381K	Sell	6,982 -3,343	-32%	-$181K	0.45%	43
2022 Q4	$563K	Buy	10,325 +550	+6%	+$29.9K	0.62%	33
2022 Q3	$501K	Sell	9,775 -200	-2%	-$11.1K	0.51%	36
2022 Q2	$553K	Buy	9,975 +750	+8%	+$43.4K	0.49%	35
2022 Q1	$566K	Sell	9,225 -1,300	-12%	-$78.7K	0.43%	39
2021 Q4	$665K	Hold	10,525	–	–	0.48%	36
2021 Q3	$627K	Buy	10,525 +4,700	+81%	+$289K	0.51%	38
2021 Q2	$353K	Buy	+5,825	New	+$346K	0.29%	74

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Indie Asset Partners's JEPI Position: Q2 2025 in Review

Indie Asset Partners sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2025, closing a stake of 13,765 shares — an estimated $787K sold.

Indie Asset Partners first reported a position in JEPI in Q2 2021 and held it in 16 quarters. The position peaked at $870K in Q2 2024. 1,283 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

Indie Asset Partners reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
Indie Asset Partners sold 13,765 JPMorgan Equity Premium Income ETF shares in Q2 2025, an estimated $787K.
Indie Asset Partners first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and held it in 16 quarters.
Indie Asset Partners's JPMorgan Equity Premium Income ETF position peaked at $870K in Q2 2024.
1,283 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Indie Asset Partners's 13F filing for Q2 2025, filed 12 Aug 2025.