Investment Advisory Services Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Investment Advisory Services Group’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	$3.91M	Buy	69,156 +1,907	+3%	+$108K	2.86%	9
2026 Q1	$3.81M	Sell	67,249 -27,534	-29%	-$1.6M	3.32%	9
2025 Q4	$5.43M	Buy	+94,783	New	+$5.41M	4.82%	5

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

Investment Advisory Services Group's JEPI Position: Q2 2026 in Review

Investment Advisory Services Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.8% in Q2 2026, buying an estimated $108K and bringing the position to 69,156 shares worth $3.91M. The position accounts for 2.86% of the portfolio, ranked #9.

Investment Advisory Services Group first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.43M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Investment Advisory Services Group held 69,156 shares of JPMorgan Equity Premium Income ETF worth $3.91M as of Q2 2026.
Investment Advisory Services Group bought 1,907 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $108K.
JPMorgan Equity Premium Income ETF made up 2.86% of Investment Advisory Services Group's portfolio in Q2 2026, its #9 holding.
Investment Advisory Services Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
Investment Advisory Services Group's JPMorgan Equity Premium Income ETF position peaked at $5.43M in Q4 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Investment Advisory Services Group's 13F filing for Q2 2026, filed 29 Jul 2026.