Bank of Ann Arbor’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Bank of Ann Arbor’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	$322K	Buy	+5,720	New	+$326K	0.05%	172

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

Bank of Ann Arbor's JEPI Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 5,720 shares worth $322K. The stake represents 0.05% of the portfolio and ranks #172 among its holdings.

1,269 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Bank of Ann Arbor held 5,720 shares of JPMorgan Equity Premium Income ETF worth $322K as of Q3 2026.
JPMorgan Equity Premium Income ETF was a new Bank of Ann Arbor position in Q3 2026.
JPMorgan Equity Premium Income ETF made up 0.05% of Bank of Ann Arbor's portfolio in Q3 2026, its #172 holding.
1,269 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.