Summit Investment Advisors, Inc.\KS’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Summit Investment Advisors, Inc.\KS’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	$1.32M	Sell	23,497 -634	-3%	-$36.2K	0.6%	28
2026 Q2	$1.36M	Buy	24,131 +810	+3%	+$45.7K	0.62%	29
2026 Q1	$1.32M	Buy	23,321 +19,759	+555%	+$1.15M	0.67%	30
2025 Q4	$204K	Buy	+3,562	New	+$203K	0.11%	94

Other funds holding JEPI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's JEPI Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.6% in Q3 2026, selling an estimated $36.2K and leaving 23,497 shares worth $1.32M. The position accounts for 0.6% of the portfolio, ranked #28.

Summit Investment Advisors, Inc.\KS first reported a position in JEPI in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q2 2026. 1,269 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Summit Investment Advisors, Inc.\KS held 23,497 shares of JPMorgan Equity Premium Income ETF worth $1.32M as of Q3 2026.
Summit Investment Advisors, Inc.\KS sold 634 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $36.2K.
JPMorgan Equity Premium Income ETF made up 0.6% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #28 holding.
Summit Investment Advisors, Inc.\KS first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 4 quarters since.
Summit Investment Advisors, Inc.\KS's JPMorgan Equity Premium Income ETF position peaked at $1.36M in Q2 2026.
1,269 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.