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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
Q3 		$530K Sell
9,429
-890
-9% -$50.8K 0.01% 227
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

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Park National Corp's JEPI Position: Q3 2026 in Review

Park National Corp reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.6% in Q3 2026, selling an estimated $50.8K and leaving 9,429 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #227.

Park National Corp first reported a position in JEPI in Q2 2025 and has held it in 6 quarters since. The position peaked at $630K in Q4 2025. 74 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Park National Corp held 9,429 shares of JPMorgan Equity Premium Income ETF worth $530K as of Q3 2026.
  • Park National Corp sold 890 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $50.8K.
  • JPMorgan Equity Premium Income ETF made up 0.01% of Park National Corp's portfolio in Q3 2026, its #227 holding.
  • Park National Corp first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 6 quarters since.
  • Park National Corp's JPMorgan Equity Premium Income ETF position peaked at $630K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Park National Corp's 13F filing for Q3 2026, filed 5 Oct 2026.