PNC
JEPI icon

Park National Corp’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Park National Corp’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 		$583K Sell
10,319
-584
-5% -$33K 0.02% 226
2026
Q1 		$618K Sell
10,903
-100
-0.9% -$5.82K 0.02% 224
2025
Q4 		$630K Buy
11,003
+3,245
+42% +$185K 0.02% 213
2025
Q3 		$443K Buy
7,758
+2,391
+45% +$136K 0.01% 231
2025
Q2 		$305K Buy
+5,367
New +$297K 0.01% 248

Other funds holding JEPI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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

Park National Corp's JEPI Position: Q2 2026 in Review

Park National Corp reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.4% in Q2 2026, selling an estimated $33K and leaving 10,319 shares worth $583K. The position accounts for 0.02% of the portfolio, ranked #226.

Park National Corp first reported a position in JEPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $630K in Q4 2025. 784 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Park National Corp held 10,319 shares of JPMorgan Equity Premium Income ETF worth $583K as of Q2 2026.
  • Park National Corp sold 584 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $33K.
  • JPMorgan Equity Premium Income ETF made up 0.02% of Park National Corp's portfolio in Q2 2026, its #226 holding.
  • Park National Corp first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Park National Corp's JPMorgan Equity Premium Income ETF position peaked at $630K in Q4 2025.
  • 784 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Park National Corp's 13F filing for Q2 2026, filed 15 Jul 2026.