SF
JEPI icon

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

Sun Financial’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 		$1.19M Buy
21,255
+2,250
+12% +$131K 0.6% 55
2025
Q4 		$1.09M Buy
+19,005
New +$1.09M 0.61% 56

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 $424B AUM 22.96% 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 $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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sun Financial's JEPI Position: Q1 2026 in Review

Sun Financial increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 12% in Q1 2026, buying an estimated $131K and bringing the position to 21,255 shares worth $1.19M. The position accounts for 0.6% of the portfolio, ranked #55.

Sun Financial first reported a position in JEPI in Q4 2025 and has held it in 2 quarters since. 1,410 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Sun Financial held 21,255 shares of JPMorgan Equity Premium Income ETF worth $1.19M as of Q1 2026.
  • Sun Financial bought 2,250 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $131K.
  • JPMorgan Equity Premium Income ETF made up 0.6% of Sun Financial's portfolio in Q1 2026, its #55 holding.
  • Sun Financial first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,410 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.