Orrstown Financial Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Orrstown Financial Services’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	$25M	Buy	443,484 +10,495	+2%	+$593K	3.72%	7
2026 Q1	$24.5M	Buy	432,989 +20,712	+5%	+$1.2M	4.11%	6
2025 Q4	$23.6M	Buy	412,277 +5,931	+1%	+$339K	3.93%	8
2025 Q3	$23.2M	Buy	406,346 +29,374	+8%	+$1.67M	3.97%	7
2025 Q2	$21.4M	Buy	376,972 +14,322	+4%	+$793K	4.51%	7
2025 Q1	$20.7M	Buy	362,650 +172,656	+91%	+$10.1M	4.93%	6
2024 Q4	$10.9M	Buy	189,994 +52,532	+38%	+$3.12M	2.93%	7
2024 Q3	$8.18M	Buy	+137,462	New	+$7.91M	2.42%	7

Other funds holding JEPI

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Orrstown Financial Services's JEPI Position: Q2 2026 in Review

Orrstown Financial Services increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.4% in Q2 2026, buying an estimated $593K and bringing the position to 443,484 shares worth $25M. The position accounts for 3.72% of the portfolio, ranked #7.

Orrstown Financial Services first reported a position in JEPI in Q3 2024 and has held it in 8 quarters since. 620 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Orrstown Financial Services held 443,484 shares of JPMorgan Equity Premium Income ETF worth $25M as of Q2 2026.
Orrstown Financial Services bought 10,495 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $593K.
JPMorgan Equity Premium Income ETF made up 3.72% of Orrstown Financial Services's portfolio in Q2 2026, its #7 holding.
Orrstown Financial Services first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
620 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Orrstown Financial Services's 13F filing for Q2 2026, filed 10 Jul 2026.