Commerce Bank’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Commerce Bank’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 Q1	$1.18M	Buy	20,815 +13,862	+199%	+$806K	0.01%	676
2025 Q4	$398K	Sell	6,953 -1,580	-19%	-$90.2K	﹤0.01%	954
2025 Q3	$487K	Buy	8,533 +870	+11%	+$49.4K	﹤0.01%	882
2025 Q2	$436K	Hold	7,663	–	–	﹤0.01%	906
2025 Q1	$438K	Sell	7,663 -146	-2%	-$8.51K	﹤0.01%	890
2024 Q4	$449K	Sell	7,809 -152	-2%	-$9.03K	﹤0.01%	905
2024 Q3	$474K	Buy	7,961 +3,371	+73%	+$194K	﹤0.01%	900
2024 Q2	$260K	Buy	+4,590	New	+$260K	﹤0.01%	1068
2024 Q1	–	Sell	-5,009	Closed	-$275K	–	1215
2023 Q4	$275K	Buy	+5,009	New	+$270K	﹤0.01%	1044

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commerce Bank's JEPI Position: Q1 2026 in Review

Commerce Bank increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 199% in Q1 2026, buying an estimated $806K and bringing the position to 20,815 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #676.

Commerce Bank first reported a position in JEPI in Q4 2023 and has held it in 9 quarters since. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Commerce Bank held 20,815 shares of JPMorgan Equity Premium Income ETF worth $1.18M as of Q1 2026.
Commerce Bank bought 13,862 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $806K.
JPMorgan Equity Premium Income ETF made up 0.01% of Commerce Bank's portfolio in Q1 2026, its #676 holding.
Commerce Bank first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 9 quarters since.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Commerce Bank's 13F filing for Q1 2026, filed 11 May 2026.