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

FineMark National 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
2025 Q4	$886K	Buy	15,477 +4,877	+46%	+$278K	0.03%	242
2025 Q3	$605K	Buy	10,600 +3,376	+47%	+$192K	0.02%	284
2025 Q2	$411K	Buy	7,224 +1,234	+21%	+$68.4K	0.01%	326
2025 Q1	$342K	Hold	5,990	–	–	0.01%	339
2024 Q4	$345K	Buy	5,990 +856	+17%	+$50.8K	0.01%	332
2024 Q3	$306K	Hold	5,134	–	–	0.01%	349
2024 Q2	$291K	Buy	5,134 +851	+20%	+$48.1K	0.01%	346
2024 Q1	$248K	Buy	+4,283	New	+$241K	0.01%	374

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

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FineMark National Bank & Trust's JEPI Position: Q4 2025 in Review

FineMark National Bank & Trust increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 46% in Q4 2025, buying an estimated $278K and bringing the position to 15,477 shares worth $886K. The position accounts for 0.03% of the portfolio, ranked #242.

FineMark National Bank & Trust first reported a position in JEPI in Q1 2024 and has held it in 8 quarters since. 1,382 funds tracked by Wall St. Rank hold JEPI as of Q4 2025.

FineMark National Bank & Trust held 15,477 shares of JPMorgan Equity Premium Income ETF worth $886K as of Q4 2025.
FineMark National Bank & Trust bought 4,877 JPMorgan Equity Premium Income ETF shares in Q4 2025, an estimated $278K.
JPMorgan Equity Premium Income ETF made up 0.03% of FineMark National Bank & Trust's portfolio in Q4 2025, its #242 holding.
FineMark National Bank & Trust first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 8 quarters since.
1,382 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.