Pinnacle Financial Partners (Tennessee)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025 Q3	$12.5M	Sell	218,414 -4,205	-2%	-$239K	0.3%	98
2025 Q2	$12.7M	Buy	222,619 +32,815	+17%	+$1.82M	0.27%	101
2025 Q1	$10.8M	Buy	189,804 +38,476	+25%	+$2.24M	0.22%	118
2024 Q4	$8.71M	Buy	151,328 +51,331	+51%	+$3.05M	0.18%	132
2024 Q3	$5.95M	Sell	99,997 -1,384	-1%	-$79.6K	0.12%	163
2024 Q2	$5.75M	Buy	101,381 +30,524	+43%	+$1.73M	0.12%	158
2024 Q1	$4.1M	Buy	70,857 +24,383	+52%	+$1.37M	0.09%	177
2023 Q4	$2.56M	Buy	46,474 +17,359	+60%	+$936K	0.06%	190
2023 Q3	$1.56M	Buy	+29,115	New	+$1.6M	0.04%	222

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

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

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

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

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s JEPI Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.9% in Q3 2025, selling an estimated $239K and leaving 218,414 shares worth $12.5M. The position accounts for 0.3% of the portfolio, ranked #98.

Pinnacle Financial Partners (Tennessee) first reported a position in JEPI in Q3 2023 and has held it in 9 quarters since. The position peaked at $12.7M in Q2 2025. 1,290 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 218,414 shares of JPMorgan Equity Premium Income ETF worth $12.5M as of Q3 2025.
Pinnacle Financial Partners (Tennessee) sold 4,205 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $239K.
JPMorgan Equity Premium Income ETF made up 0.3% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #98 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 9 quarters since.
Pinnacle Financial Partners (Tennessee)'s JPMorgan Equity Premium Income ETF position peaked at $12.7M in Q2 2025.
1,290 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.