Stock Yards Bank & Trust’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Stock Yards Bank & Trust’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 Q2	$399K	Sell	7,069 -160	-2%	-$9.04K	0.01%	312
2026 Q1	$410K	Sell	7,229 -132	-2%	-$7.68K	0.01%	308
2025 Q4	$421K	Buy	7,361 +132	+2%	+$7.54K	0.01%	299
2025 Q3	$413K	Hold	7,229	–	–	0.01%	304
2025 Q2	$411K	Sell	7,229 -135	-2%	-$7.48K	0.01%	303
2025 Q1	$421K	Buy	7,364 +675	+10%	+$39.3K	0.02%	289
2024 Q4	$385K	Hold	6,689	–	–	0.01%	300
2024 Q3	$398K	Buy	6,689 +86	+1%	+$4.95K	0.01%	302
2024 Q2	$374K	Buy	6,603 +88	+1%	+$4.98K	0.01%	300
2024 Q1	$377K	Buy	6,515 +2,500	+62%	+$141K	0.01%	314
2023 Q4	$221K	Buy	+4,015	New	+$216K	0.01%	356

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stock Yards Bank & Trust's JEPI Position: Q2 2026 in Review

Stock Yards Bank & Trust reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.2% in Q2 2026, selling an estimated $9.04K and leaving 7,069 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #312.

Stock Yards Bank & Trust first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $421K in Q4 2025. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Stock Yards Bank & Trust held 7,069 shares of JPMorgan Equity Premium Income ETF worth $399K as of Q2 2026.
Stock Yards Bank & Trust sold 160 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $9.04K.
JPMorgan Equity Premium Income ETF made up 0.01% of Stock Yards Bank & Trust's portfolio in Q2 2026, its #312 holding.
Stock Yards Bank & Trust first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
Stock Yards Bank & Trust's JPMorgan Equity Premium Income ETF position peaked at $421K in Q4 2025.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q2 2026, filed 13 Aug 2026.