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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
Q3 		$56.2K Hold
1,000
– – 0.01% 347
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

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

American National Bank & Trust's JEPI Position: Q3 2026 in Review

American National Bank & Trust held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q3 2026 at 1,000 shares worth $56.2K. The position accounts for 0.01% of the portfolio, ranked #347.

American National Bank & Trust first reported a position in JEPI in Q3 2023 and has held it in 11 quarters since. The position peaked at $388K in Q3 2025. 74 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • American National Bank & Trust held 1,000 shares of JPMorgan Equity Premium Income ETF worth $56.2K as of Q3 2026.
  • American National Bank & Trust left its JPMorgan Equity Premium Income ETF share count unchanged in Q3 2026.
  • JPMorgan Equity Premium Income ETF made up 0.01% of American National Bank & Trust's portfolio in Q3 2026, its #347 holding.
  • American National Bank & Trust first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 11 quarters since.
  • American National Bank & Trust's JPMorgan Equity Premium Income ETF position peaked at $388K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on American National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.