Investor's Fiduciary Advisor Network’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Investor's Fiduciary Advisor 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	$1.44M	Sell	25,555 -6,476	-20%	-$366K	0.49%	58
2026 Q1	$1.81M	Sell	32,031 -671	-2%	-$39K	0.56%	46
2025 Q4	$1.87M	Sell	32,702 -3,528	-10%	-$201K	0.4%	59
2025 Q3	$2.07M	Buy	36,230 +1,790	+5%	+$102K	0.7%	34
2025 Q2	$1.96M	Buy	34,440 +5,989	+21%	+$332K	0.73%	32
2025 Q1	$1.63M	Buy	28,451 +2,594	+10%	+$151K	0.77%	36
2024 Q4	$1.49M	Buy	+25,857	New	+$1.54M	0.57%	44

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

Investor's Fiduciary Advisor Network's JEPI Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 20% in Q2 2026, selling an estimated $366K and leaving 25,555 shares worth $1.44M. The position accounts for 0.49% of the portfolio, ranked #58.

Investor's Fiduciary Advisor Network first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.07M in Q3 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Investor's Fiduciary Advisor Network held 25,555 shares of JPMorgan Equity Premium Income ETF worth $1.44M as of Q2 2026.
Investor's Fiduciary Advisor Network sold 6,476 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $366K.
JPMorgan Equity Premium Income ETF made up 0.49% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #58 holding.
Investor's Fiduciary Advisor Network first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's JPMorgan Equity Premium Income ETF position peaked at $2.07M in Q3 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.