FCBT
JEPI icon

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

First Citizens 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
Q3 		– Sell
-11,194
Closed -$636K – 639
2025
Q2 		$636K Buy
+11,194
New +$620K 0.01% 378

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Citizens Bank & Trust's JEPI Position: Q3 2025 in Review

First Citizens Bank & Trust sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2025, closing a stake of 11,194 shares — an estimated $636K sold.

First Citizens Bank & Trust first reported a position in JEPI in Q2 2025 and held it in 1 quarter. The position peaked at $636K in Q2 2025. 1,289 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

  • First Citizens Bank & Trust reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
  • First Citizens Bank & Trust sold 11,194 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $636K.
  • First Citizens Bank & Trust first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and held it in 1 quarter.
  • First Citizens Bank & Trust's JPMorgan Equity Premium Income ETF position peaked at $636K in Q2 2025.
  • 1,289 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on First Citizens Bank & Trust's 13F filing for Q3 2025, filed 31 Oct 2025.