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

Park Square 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	$621	Sell	11 -31	-74%	-$1.75K	0.01%	201
2026 Q1	$2.38K	Buy	+42	New	+$2.44K	0.02%	204
2025 Q3	–	Sell	-700	Closed	-$39.8K	–	630
2025 Q2	$39.8K	Hold	700	–	–	0.03%	339
2025 Q1	$40K	Hold	700	–	–	0.03%	304
2024 Q4	$40.3K	Buy	+700	New	+$41.6K	0.03%	314

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Park Square Financial Group's JEPI Position: Q2 2026 in Review

Park Square Financial Group reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 74% in Q2 2026, selling an estimated $1.75K and leaving 11 shares worth $621. The position accounts for 0.01% of the portfolio, ranked #201.

Park Square Financial Group first reported a position in JEPI in Q4 2024 and has held it in 5 quarters since. The position peaked at $40.3K in Q4 2024. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Park Square Financial Group held 11 shares of JPMorgan Equity Premium Income ETF worth $621 as of Q2 2026.
Park Square Financial Group sold 31 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.75K.
JPMorgan Equity Premium Income ETF made up 0.01% of Park Square Financial Group's portfolio in Q2 2026, its #201 holding.
Park Square Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 5 quarters since.
Park Square Financial Group's JPMorgan Equity Premium Income ETF position peaked at $40.3K in Q4 2024.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.