Security National Bank of Sioux City Iowa’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Security National Bank of Sioux City Iowa’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	$1.35M	Buy	23,765 +120	+0.5%	+$6.98K	0.8%	49
2025 Q4	$1.35M	Hold	23,645	–	–	0.87%	43
2025 Q3	$1.35M	Hold	23,645	–	–	0.88%	45
2025 Q2	$1.34M	Buy	23,645 +13,800	+140%	+$764K	0.94%	44
2025 Q1	$563K	Buy	+9,845	New	+$574K	0.41%	62

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 $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

NFA

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

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

Security National Bank of Sioux City Iowa's JEPI Position: Q1 2026 in Review

Security National Bank of Sioux City Iowa increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.51% in Q1 2026, buying an estimated $6.98K and bringing the position to 23,765 shares worth $1.35M. The position accounts for 0.8% of the portfolio, ranked #49.

Security National Bank of Sioux City Iowa first reported a position in JEPI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.35M in Q4 2025. 1,410 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Security National Bank of Sioux City Iowa held 23,765 shares of JPMorgan Equity Premium Income ETF worth $1.35M as of Q1 2026.
Security National Bank of Sioux City Iowa bought 120 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $6.98K.
JPMorgan Equity Premium Income ETF made up 0.8% of Security National Bank of Sioux City Iowa's portfolio in Q1 2026, its #49 holding.
Security National Bank of Sioux City Iowa first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 5 quarters since.
Security National Bank of Sioux City Iowa's JPMorgan Equity Premium Income ETF position peaked at $1.35M in Q4 2025.
1,410 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2026, filed 15 May 2026.