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

Crews 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 		$14K Buy
248
+200
+417% +$11.3K ﹤0.01% 511
2026
Q1 		$2.72K Hold
48
– – ﹤0.01% 637
2025
Q4 		$2.75K Buy
+48
New +$2.74K ﹤0.01% 592
2025
Q2 		– Sell
-100
Closed -$5.71K – 629
2025
Q1 		$5.71K Buy
+100
New +$5.83K ﹤0.01% 546

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Crews Bank & Trust increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 417% in Q2 2026, buying an estimated $11.3K and bringing the position to 248 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Crews Bank & Trust first reported a position in JEPI in Q1 2025 and has held it in 4 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Crews Bank & Trust held 248 shares of JPMorgan Equity Premium Income ETF worth $14K as of Q2 2026.
  • Crews Bank & Trust bought 200 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $11.3K.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #511 holding.
  • Crews Bank & Trust first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 4 quarters since.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.