American National Bank & Trust’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

American National Bank & Trust’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	$56.5K	Hold	1,000	–	–	﹤0.01%	360
2026 Q1	$56.7K	Sell	1,000 -500	-33%	-$29.1K	0.01%	347
2025 Q4	$85.9K	Sell	1,500 -5,300	-78%	-$303K	0.01%	316
2025 Q3	$388K	Buy	6,800 +5,000	+278%	+$284K	0.04%	173
2025 Q2	$102K	Hold	1,800	–	–	0.01%	310
2025 Q1	$103K	Hold	1,800	–	–	0.01%	270
2024 Q4	$104K	Buy	+1,800	New	+$107K	0.01%	256
2024 Q2	–	Sell	-50	Closed	-$2.89K	–	562
2024 Q1	$2.89K	Hold	50	–	–	﹤0.01%	450
2023 Q4	$2.75K	Hold	50	–	–	﹤0.01%	474
2023 Q3	$2.68K	Buy	+50	New	+$2.75K	﹤0.01%	497

Other funds holding JEPI

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

American National Bank & Trust's JEPI Position: Q2 2026 in Review

American National Bank & Trust held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 1,000 shares worth $56.5K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

American National Bank & Trust first reported a position in JEPI in Q3 2023 and has held it in 10 quarters since. The position peaked at $388K in Q3 2025. 658 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

American National Bank & Trust held 1,000 shares of JPMorgan Equity Premium Income ETF worth $56.5K as of Q2 2026.
American National Bank & Trust left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of American National Bank & Trust's portfolio in Q2 2026, its #360 holding.
American National Bank & Trust first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 10 quarters since.
American National Bank & Trust's JPMorgan Equity Premium Income ETF position peaked at $388K in Q3 2025.
658 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on American National Bank & Trust's 13F filing for Q2 2026, filed 22 Jul 2026.