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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Park Square Financial Group's JEPI Position: Q1 2026 in Review

Park Square Financial Group opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026: 42 shares worth $2.38K. The stake represents 0.02% of the portfolio and ranks #204 among its holdings. This is a return to the name: Park Square Financial Group previously reported a position in JEPI as recently as Q2 2025.

Park Square Financial Group first reported a position in JEPI in Q4 2024 and has held it in 4 quarters since. The position peaked at $40.3K in Q4 2024. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Park Square Financial Group held 42 shares of JPMorgan Equity Premium Income ETF worth $2.38K as of Q1 2026.
JPMorgan Equity Premium Income ETF was a new Park Square Financial Group position in Q1 2026.
JPMorgan Equity Premium Income ETF made up 0.02% of Park Square Financial Group's portfolio in Q1 2026, its #204 holding.
Park Square Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 4 quarters since.
Park Square Financial Group's JPMorgan Equity Premium Income ETF position peaked at $40.3K in Q4 2024.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.