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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.92M Sell
69,402
-64
-0.1% -$3.62K 0.47% 50
2026
Q1
$3.94M Buy
69,466
+3,290
+5% +$191K 0.57% 46
2025
Q4
$3.79M Sell
66,176
-3,059
-4% -$175K 0.54% 51
2025
Q3
$3.95M Sell
69,235
-131,190
-65% -$7.45M 0.61% 49
2025
Q2
$11.4M Buy
200,425
+2,627
+1% +$146K 1.97% 11
2025
Q1
$11.3M Sell
197,798
-157
-0.1% -$9.15K 2.13% 11
2024
Q4
$11.4M Buy
197,955
+86,413
+77% +$5.13M 1.62% 13
2024
Q3
$6.64M Buy
111,542
+2,824
+3% +$162K 0.9% 28
2024
Q2
$6.16M Buy
108,718
+10,637
+11% +$602K 0.89% 29
2024
Q1
$5.67M Buy
98,081
+61,944
+171% +$3.49M 0.86% 31
2023
Q4
$1.99M Buy
36,137
+5,616
+18% +$303K 0.45% 50
2023
Q3
$1.64M Buy
30,521
+20,567
+207% +$1.13M 0.46% 52
2023
Q2
$551K Buy
+9,954
New +$544K 0.14% 70

Other funds holding JEPI

Security National Bank's JEPI Position: Q2 2026 in Review

Security National Bank reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.09% in Q2 2026, selling an estimated $3.62K and leaving 69,402 shares worth $3.92M. The position accounts for 0.47% of the portfolio, ranked #50.

Security National Bank first reported a position in JEPI in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.4M in Q2 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Security National Bank held 69,402 shares of JPMorgan Equity Premium Income ETF worth $3.92M as of Q2 2026.
  • Security National Bank sold 64 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $3.62K.
  • JPMorgan Equity Premium Income ETF made up 0.47% of Security National Bank's portfolio in Q2 2026, its #50 holding.
  • Security National Bank first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
  • Security National Bank's JPMorgan Equity Premium Income ETF position peaked at $11.4M in Q2 2025.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.