Crossmark Global Holdings’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Crossmark Global Holdings’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	$487K	Hold	8,617	–	–	0.01%	869
2026 Q1	$488K	Hold	8,617	–	–	0.01%	831
2025 Q4	$493K	Sell	8,617 -1,798	-17%	-$103K	0.01%	839
2025 Q3	$595K	Sell	10,415 -762	-7%	-$43.3K	0.01%	827
2025 Q2	$635K	Sell	11,177 -701	-6%	-$38.8K	0.01%	781
2025 Q1	$679K	Buy	11,878 +3,755	+46%	+$219K	0.01%	741
2024 Q4	$467K	Hold	8,123	–	–	0.01%	861
2024 Q3	$483K	Hold	8,123	–	–	0.01%	881
2024 Q2	$460K	Buy	+8,123	New	+$459K	0.01%	872

Other funds holding JEPI

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIC

Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Crossmark Global Holdings's JEPI Position: Q2 2026 in Review

Crossmark Global Holdings held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 8,617 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #869.

Crossmark Global Holdings first reported a position in JEPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $679K in Q1 2025. 304 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Crossmark Global Holdings held 8,617 shares of JPMorgan Equity Premium Income ETF worth $487K as of Q2 2026.
Crossmark Global Holdings left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #869 holding.
Crossmark Global Holdings first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
Crossmark Global Holdings's JPMorgan Equity Premium Income ETF position peaked at $679K in Q1 2025.
304 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.