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Nations Financial Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Nations Financial Group’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 		$4.57M Buy
80,906
+15,541
+24% +$878K 0.22% 109
2026
Q1 		$3.7M Buy
65,365
+10,260
+19% +$597K 0.19% 127
2025
Q4 		$3.15M Buy
55,105
+4,395
+9% +$251K 0.17% 144
2025
Q3 		$2.9M Sell
50,710
-46,056
-48% -$2.62M 0.18% 136
2025
Q2 		$5.5M Sell
96,766
-30,697
-24% -$1.7M 0.38% 60
2025
Q1 		$7.28M Sell
127,463
-12,648
-9% -$737K 0.56% 36
2024
Q4 		$8.06M Buy
140,111
+1,734
+1% +$103K 0.59% 32
2024
Q3 		$8.23M Buy
138,377
+22,277
+19% +$1.28M 0.6% 29
2024
Q2 		$6.58M Buy
116,100
+4,904
+4% +$277K 0.54% 32
2024
Q1 		$6.43M Buy
111,196
+9,283
+9% +$523K 0.54% 30
2023
Q4 		$5.6M Buy
101,913
+64,663
+174% +$3.49M 0.52% 37
2023
Q3 		$2M Buy
37,250
+10,609
+40% +$585K 0.2% 124
2023
Q2 		$1.47M Buy
26,641
+6,275
+31% +$343K 0.14% 167
2023
Q1 		$1.11M Buy
20,366
+8,594
+73% +$466K 0.12% 209
2022
Q4 		$641K Buy
11,772
+863
+8% +$46.9K 0.07% 300
2022
Q3 		$559K Buy
10,909
+5,411
+98% +$301K 0.08% 269
2022
Q2 		$305K Sell
5,498
-19,995
-78% -$1.16M 0.04% 407
2022
Q1 		$1.56M Buy
25,493
+15,894
+166% +$962K 0.19% 132
2021
Q4 		$607K Buy
9,599
+5,798
+153% +$357K 0.08% 257
2021
Q3 		$227K Buy
+3,801
New +$234K 0.03% 409

Other funds holding JEPI

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Nations Financial Group's JEPI Position: Q2 2026 in Review

Nations Financial Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 24% in Q2 2026, buying an estimated $878K and bringing the position to 80,906 shares worth $4.57M. The position accounts for 0.22% of the portfolio, ranked #109.

Nations Financial Group first reported a position in JEPI in Q3 2021 and has held it in 20 quarters since. The position peaked at $8.23M in Q3 2024. 472 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Nations Financial Group held 80,906 shares of JPMorgan Equity Premium Income ETF worth $4.57M as of Q2 2026.
  • Nations Financial Group bought 15,541 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $878K.
  • JPMorgan Equity Premium Income ETF made up 0.22% of Nations Financial Group's portfolio in Q2 2026, its #109 holding.
  • Nations Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 20 quarters since.
  • Nations Financial Group's JPMorgan Equity Premium Income ETF position peaked at $8.23M in Q3 2024.
  • 472 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.