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Regions Financial Corp’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Regions Financial 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 		$2.18M Sell
38,557
-2,937
-7% -$166K 0.01% 351
2026
Q1 		$2.35M Buy
41,494
+2,073
+5% +$121K 0.02% 342
2025
Q4 		$2.26M Buy
39,421
+28,083
+248% +$1.6M 0.01% 360
2025
Q3 		$647K Sell
11,338
-472
-4% -$26.8K ﹤0.01% 578
2025
Q2 		$671K Sell
11,810
-15,131
-56% -$838K ﹤0.01% 551
2025
Q1 		$1.54M Buy
26,941
+1,162
+5% +$67.7K 0.01% 407
2024
Q4 		$1.48M Buy
25,779
+5,944
+30% +$353K 0.01% 414
2024
Q3 		$1.18M Buy
19,835
+3,407
+21% +$196K 0.01% 463
2024
Q2 		$931K Sell
16,428
-3,237
-16% -$183K 0.01% 488
2024
Q1 		$1.14M Sell
19,665
-13,659
-41% -$769K 0.01% 471
2023
Q4 		$1.83M Buy
33,324
+2,841
+9% +$153K 0.02% 383
2023
Q3 		$1.63M Buy
30,483
+1,457
+5% +$80.3K 0.01% 378
2023
Q2 		$1.61M Buy
29,026
+1,794
+7% +$98K 0.01% 398
2023
Q1 		$1.49M Sell
27,232
-15,177
-36% -$824K 0.01% 403
2022
Q4 		$2.31M Buy
42,409
+5,144
+14% +$279K 0.02% 309
2022
Q3 		$1.91M Sell
37,265
-1,364
-4% -$75.9K 0.02% 335
2022
Q2 		$2.14M Buy
38,629
+26,534
+219% +$1.54M 0.02% 326
2022
Q1 		$743K Buy
12,095
+4,455
+58% +$270K 0.01% 555
2021
Q4 		$483K Buy
7,640
+1,515
+25% +$93.3K ﹤0.01% 643
2021
Q3 		$365K Buy
+6,125
New +$377K ﹤0.01% 701

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Regions Financial Corp's JEPI Position: Q2 2026 in Review

Regions Financial Corp reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.1% in Q2 2026, selling an estimated $166K and leaving 38,557 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #351.

Regions Financial Corp first reported a position in JEPI in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.35M in Q1 2026. 1,416 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Regions Financial Corp held 38,557 shares of JPMorgan Equity Premium Income ETF worth $2.18M as of Q2 2026.
  • Regions Financial Corp sold 2,937 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $166K.
  • JPMorgan Equity Premium Income ETF made up 0.01% of Regions Financial Corp's portfolio in Q2 2026, its #351 holding.
  • Regions Financial Corp first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 20 quarters since.
  • Regions Financial Corp's JPMorgan Equity Premium Income ETF position peaked at $2.35M in Q1 2026.
  • 1,416 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Regions Financial Corp's 13F filing for Q2 2026, filed 10 Aug 2026.