STAR Financial Bank’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

STAR Financial Bank’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	$2.8M	Sell	49,316 -17,096	-26%	-$995K	1.32%	16
2025 Q4	$3.8M	Sell	66,412 -3,300	-5%	-$188K	1.94%	14
2025 Q3	$3.98M	Sell	69,712 -3,984	-5%	-$226K	2.35%	9
2025 Q2	$4.19M	Buy	73,696 +59,292	+412%	+$3.28M	2.66%	4
2025 Q1	$823K	Sell	14,404 -479	-3%	-$27.9K	0.6%	44
2024 Q4	$856K	Buy	14,883 +5,085	+52%	+$302K	0.62%	40
2024 Q3	$583K	Sell	9,798 -23,777	-71%	-$1.37M	0.39%	57
2024 Q2	$1.9M	Buy	33,575 +7,331	+28%	+$415K	1.47%	12
2024 Q1	$1.52M	Buy	26,244 +980	+4%	+$55.2K	1.3%	21
2023 Q4	$1.39M	Buy	25,264 +1,285	+5%	+$69.3K	1.26%	22
2023 Q3	$1.28M	Buy	23,979 +35	+0.1%	+$1.93K	1.32%	20
2023 Q2	$1.32M	Buy	23,944 +1,673	+8%	+$91.4K	1.24%	23
2023 Q1	$1.22M	Buy	22,271 +4,785	+27%	+$260K	1.18%	21
2022 Q4	$953K	Buy	+17,486	New	+$950K	0.95%	33

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 $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

STAR Financial Bank's JEPI Position: Q1 2026 in Review

STAR Financial Bank reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 26% in Q1 2026, selling an estimated $995K and leaving 49,316 shares worth $2.8M. The position accounts for 1.32% of the portfolio, ranked #16.

STAR Financial Bank first reported a position in JEPI in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.19M in Q2 2025. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

STAR Financial Bank held 49,316 shares of JPMorgan Equity Premium Income ETF worth $2.8M as of Q1 2026.
STAR Financial Bank sold 17,096 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $995K.
JPMorgan Equity Premium Income ETF made up 1.32% of STAR Financial Bank's portfolio in Q1 2026, its #16 holding.
STAR Financial Bank first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 14 quarters since.
STAR Financial Bank's JPMorgan Equity Premium Income ETF position peaked at $4.19M in Q2 2025.
1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.