Wealth Advisors of Iowa’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Wealth Advisors of Iowa’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	-271,552	Closed	-$15.5M	–	79
2025 Q1	$15.5M	Buy	271,552 +29,298	+12%	+$1.71M	6.67%	6
2024 Q4	$13.9M	Buy	242,254 +9,754	+4%	+$579K	7.03%	5
2024 Q3	$13.8M	Buy	232,500 +11,591	+5%	+$667K	7.04%	5
2024 Q2	$12.4M	Buy	220,909 +81,706	+59%	+$4.62M	6.93%	5
2024 Q1	$8.05M	Buy	139,203 +31,997	+30%	+$1.8M	4.9%	7
2023 Q4	$5.89M	Buy	107,206 +47,940	+81%	+$2.58M	3.96%	8
2023 Q3	$3.17M	Buy	59,266 +45,284	+324%	+$2.5M	2.23%	9
2023 Q2	$774K	Buy	+13,982	New	+$764K	0.56%	20

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

Wealth Advisors of Iowa's JEPI Position: Q2 2025 in Review

Wealth Advisors of Iowa sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2025, closing a stake of 271,552 shares — an estimated $15.5M sold.

Wealth Advisors of Iowa first reported a position in JEPI in Q2 2023 and held it in 8 quarters. The position peaked at $15.5M in Q1 2025. 1,284 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

Wealth Advisors of Iowa reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Iowa sold 271,552 JPMorgan Equity Premium Income ETF shares in Q2 2025, an estimated $15.5M.
Wealth Advisors of Iowa first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and held it in 8 quarters.
Wealth Advisors of Iowa's JPMorgan Equity Premium Income ETF position peaked at $15.5M in Q1 2025.
1,284 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2025, filed 12 Aug 2025.