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Integrated Advisors Network’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Integrated Advisors 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
Q2 		$2.3M Buy
40,724
+21,008
+107% +$1.19M 0.11% 191
2026
Q1 		$1.12M Sell
19,716
-166,767
-89% -$9.7M 0.06% 291
2025
Q4 		$10.7M Sell
186,483
-126,681
-40% -$7.23M 0.47% 43
2025
Q3 		$17.9M Buy
313,164
+31,268
+11% +$1.78M 0.75% 22
2025
Q2 		$16M Buy
281,896
+106,040
+60% +$5.87M 0.72% 22
2025
Q1 		$10M Sell
175,856
-172,945
-50% -$10.1M 0.51% 42
2024
Q4 		$20.1M Buy
348,801
+79,979
+30% +$4.75M 0.96% 16
2024
Q3 		$16M Sell
268,822
-174,091
-39% -$10M 0.76% 21
2024
Q2 		$25.1M Buy
442,913
+22,970
+5% +$1.3M 1.29% 11
2024
Q1 		$24.3M Buy
419,943
+57,612
+16% +$3.25M 1.23% 10
2023
Q4 		$19.9M Sell
362,331
-16,984
-4% -$916K 1.13% 12
2023
Q3 		$20.3M Sell
379,315
-2,608
-0.7% -$144K 1.24% 11
2023
Q2 		$21.1M Buy
381,923
+99,667
+35% +$5.44M 1.22% 12
2023
Q1 		$15.4M Buy
282,256
+114
+0% +$6.19K 0.93% 13
2022
Q4 		$15.4M Buy
282,142
+77,605
+38% +$4.21M 0.99% 13
2022
Q3 		$10.5M Buy
204,537
+152,534
+293% +$8.49M 0.71% 27
2022
Q2 		$2.88M Sell
52,003
-201,194
-79% -$11.6M 0.19% 146
2022
Q1 		$15.5M Buy
253,197
+20,900
+9% +$1.27M 0.91% 18
2021
Q4 		$14.7M Buy
232,297
+3,560
+2% +$219K 0.87% 21
2021
Q3 		$13.6M Buy
228,737
+202,292
+765% +$12.4M 0.9% 18
2021
Q2 		$1.6M Buy
26,445
+22,610
+590% +$1.34M 0.12% 174
2021
Q1 		$223K Hold
3,835
– – 0.02% 497
2020
Q4 		$214K Buy
+3,835
New +$209K 0.02% 465

Other funds holding JEPI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Integrated Advisors Network's JEPI Position: Q2 2026 in Review

Integrated Advisors Network increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 107% in Q2 2026, buying an estimated $1.19M and bringing the position to 40,724 shares worth $2.3M. The position accounts for 0.11% of the portfolio, ranked #191.

Integrated Advisors Network first reported a position in JEPI in Q4 2020 and has held it in 23 quarters since. The position peaked at $25.1M in Q2 2024. 1,117 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Integrated Advisors Network held 40,724 shares of JPMorgan Equity Premium Income ETF worth $2.3M as of Q2 2026.
  • Integrated Advisors Network bought 21,008 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.19M.
  • JPMorgan Equity Premium Income ETF made up 0.11% of Integrated Advisors Network's portfolio in Q2 2026, its #191 holding.
  • Integrated Advisors Network first reported a position in JPMorgan Equity Premium Income ETF in Q4 2020 and has held it in 23 quarters since.
  • Integrated Advisors Network's JPMorgan Equity Premium Income ETF position peaked at $25.1M in Q2 2024.
  • 1,117 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.