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SNS Financial Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

SNS Financial Group’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 		$1.36M Buy
23,981
+3,831
+19% +$223K 0.12% 75
2025
Q4 		$1.16M Buy
20,150
+2,377
+13% +$136K 0.1% 78
2025
Q3 		$1.01M Buy
17,773
+1,050
+6% +$59.6K 0.09% 86
2025
Q2 		$951K Buy
16,723
+605
+4% +$33.5K 0.09% 88
2025
Q1 		$921K Buy
16,118
+237
+1% +$13.8K 0.09% 90
2024
Q4 		$920K Buy
15,881
+318
+2% +$18.9K 0.09% 89
2024
Q3 		$926K Buy
15,563
+75
+0.5% +$4.31K 0.09% 95
2024
Q2 		$878K Buy
15,488
+300
+2% +$17K 0.09% 93
2024
Q1 		$879K Buy
15,188
+241
+2% +$13.6K 0.1% 90
2023
Q4 		$828K Buy
14,947
+2,792
+23% +$151K 0.1% 90
2023
Q3 		$651K Buy
12,155
+5,941
+96% +$327K 0.09% 96
2023
Q2 		$344K Buy
6,214
+289
+5% +$15.8K 0.04% 135
2023
Q1 		$324K Buy
+5,925
New +$322K 0.04% 142

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SNS Financial Group's JEPI Position: Q1 2026 in Review

SNS Financial Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 19% in Q1 2026, buying an estimated $223K and bringing the position to 23,981 shares worth $1.36M. The position accounts for 0.12% of the portfolio, ranked #75.

SNS Financial Group first reported a position in JEPI in Q1 2023 and has held it in 13 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • SNS Financial Group held 23,981 shares of JPMorgan Equity Premium Income ETF worth $1.36M as of Q1 2026.
  • SNS Financial Group bought 3,831 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $223K.
  • JPMorgan Equity Premium Income ETF made up 0.12% of SNS Financial Group's portfolio in Q1 2026, its #75 holding.
  • SNS Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.