Integral Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Integral Investment Advisors’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	$2.04M	Buy	36,105 +1,336	+4%	+$75.5K	0.45%	42
2026 Q1	$1.97M	Sell	34,769 -16	-0%	-$931	0.49%	40
2025 Q4	$1.99M	Sell	34,785 -180	-0.5%	-$10.3K	0.49%	42
2025 Q3	$2M	Buy	34,965 +783	+2%	+$44.5K	0.54%	37
2025 Q2	$1.94M	Sell	34,182 -869	-2%	-$48.1K	0.55%	33
2025 Q1	$2M	Sell	35,051 -47,400	-57%	-$2.76M	0.64%	30
2024 Q4	$4.74M	Sell	82,451 -2,375	-3%	-$141K	1.54%	16
2024 Q3	$5.05M	Buy	84,826 +2,416	+3%	+$139K	1.69%	16
2024 Q2	$4.68M	Buy	82,410 +5,013	+6%	+$284K	1.72%	16
2024 Q1	$4.47M	Buy	77,397 +5,807	+8%	+$327K	1.85%	17
2023 Q4	$3.94M	Buy	71,590 +4,700	+7%	+$253K	2.51%	15
2023 Q3	$3.58M	Buy	+66,890	New	+$3.69M	2.5%	13

Other funds holding JEPI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Integral Investment Advisors's JEPI Position: Q2 2026 in Review

Integral Investment Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.8% in Q2 2026, buying an estimated $75.5K and bringing the position to 36,105 shares worth $2.04M. The position accounts for 0.45% of the portfolio, ranked #42.

Integral Investment Advisors first reported a position in JEPI in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.05M in Q3 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Integral Investment Advisors held 36,105 shares of JPMorgan Equity Premium Income ETF worth $2.04M as of Q2 2026.
Integral Investment Advisors bought 1,336 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $75.5K.
JPMorgan Equity Premium Income ETF made up 0.45% of Integral Investment Advisors's portfolio in Q2 2026, its #42 holding.
Integral Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
Integral Investment Advisors's JPMorgan Equity Premium Income ETF position peaked at $5.05M in Q3 2024.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.