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Farmers & Merchants Trust Co of Chambersburg PA’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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 		$2.89M Buy
51,240
+1,942
+4% +$110K 0.73% 48
2026
Q1 		$2.79M Buy
49,298
+4,528
+10% +$263K 0.76% 46
2025
Q4 		$2.56M Sell
44,770
-100
-0.2% -$5.71K 0.72% 48
2025
Q3 		$2.56M Buy
44,870
+752
+2% +$42.7K 0.72% 50
2025
Q2 		$2.51M Buy
44,118
+8,296
+23% +$460K 0.78% 47
2025
Q1 		$2.05M Buy
35,822
+377
+1% +$22K 0.73% 48
2024
Q4 		$2.04M Buy
35,445
+644
+2% +$38.2K 0.77% 45
2024
Q3 		$2.07M Sell
34,801
-5,160
-13% -$297K 0.8% 47
2024
Q2 		$2.27M Sell
39,961
-17
-0% -$962 0.91% 40
2024
Q1 		$2.31M Sell
39,978
-5,617
-12% -$316K 0.95% 43
2023
Q4 		$2.51M Buy
45,595
+20,530
+82% +$1.11M 1.28% 28
2023
Q3 		$1.34M Buy
25,065
+20,065
+401% +$1.11M 0.88% 42
2023
Q2 		$277K Buy
+5,000
New +$273K 0.18% 78

Other funds holding JEPI

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's JEPI Position: Q2 2026 in Review

Farmers & Merchants Trust Co of Chambersburg PA increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.9% in Q2 2026, buying an estimated $110K and bringing the position to 51,240 shares worth $2.89M. The position accounts for 0.73% of the portfolio, ranked #48.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in JEPI in Q2 2023 and has held it in 13 quarters since. 1,177 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Farmers & Merchants Trust Co of Chambersburg PA held 51,240 shares of JPMorgan Equity Premium Income ETF worth $2.89M as of Q2 2026.
  • Farmers & Merchants Trust Co of Chambersburg PA bought 1,942 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $110K.
  • JPMorgan Equity Premium Income ETF made up 0.73% of Farmers & Merchants Trust Co of Chambersburg PA's portfolio in Q2 2026, its #48 holding.
  • Farmers & Merchants Trust Co of Chambersburg PA first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,177 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q2 2026, filed 24 Jul 2026.