Security National Bank of So Dak’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Security National Bank of So Dak’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	$1.69M	Hold	29,885	–	–	0.82%	43
2025 Q4	$1.71M	Hold	29,885	–	–	0.84%	42
2025 Q3	$1.71M	Hold	29,885	–	–	0.86%	40
2025 Q2	$1.7M	Buy	29,885 +9,450	+46%	+$523K	0.93%	40
2025 Q1	$1.17M	Buy	+20,435	New	+$1.19M	0.66%	54

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

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 $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $786B AUM 40.34% 1-Year Est. Return

Security National Bank of So Dak's JEPI Position: Q1 2026 in Review

Security National Bank of So Dak held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q1 2026 at 29,885 shares worth $1.69M. The position accounts for 0.82% of the portfolio, ranked #43.

Security National Bank of So Dak first reported a position in JEPI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.71M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Security National Bank of So Dak held 29,885 shares of JPMorgan Equity Premium Income ETF worth $1.69M as of Q1 2026.
Security National Bank of So Dak left its JPMorgan Equity Premium Income ETF share count unchanged in Q1 2026.
JPMorgan Equity Premium Income ETF made up 0.82% of Security National Bank of So Dak's portfolio in Q1 2026, its #43 holding.
Security National Bank of So Dak 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 So Dak's JPMorgan Equity Premium Income ETF position peaked at $1.71M in Q4 2025.
1,411 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Security National Bank of So Dak's 13F filing for Q1 2026, filed 15 May 2026.