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

SYM Financial Corp’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	$11.3K	Hold	200	–	–	﹤0.01%	398
2025 Q4	$11.4K	Hold	200	–	–	﹤0.01%	401
2025 Q3	$11.4K	Hold	200	–	–	﹤0.01%	395
2025 Q2	$11.4K	Hold	200	–	–	﹤0.01%	400
2025 Q1	$11.4K	Hold	200	–	–	﹤0.01%	337
2024 Q4	$11.5K	Hold	200	–	–	﹤0.01%	312
2024 Q3	$11.9K	Hold	200	–	–	﹤0.01%	250
2024 Q2	$11.3K	Sell	200 -1,156	-85%	-$65.4K	﹤0.01%	239
2024 Q1	$78.5K	Sell	1,356 -3,923	-74%	-$221K	0.01%	113
2023 Q4	$290K	Sell	5,279 -1,251	-19%	-$67.5K	0.05%	77
2023 Q3	$350K	Buy	+6,530	New	+$360K	0.06%	63

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

SYM Financial Corp's JEPI Position: Q1 2026 in Review

SYM Financial Corp held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q1 2026 at 200 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

SYM Financial Corp first reported a position in JEPI in Q3 2023 and has held it in 11 quarters since. The position peaked at $350K in Q3 2023. 1,405 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

SYM Financial Corp held 200 shares of JPMorgan Equity Premium Income ETF worth $11.3K as of Q1 2026.
SYM Financial Corp left its JPMorgan Equity Premium Income ETF share count unchanged in Q1 2026.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q1 2026, its #398 holding.
SYM Financial Corp first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 11 quarters since.
SYM Financial Corp's JPMorgan Equity Premium Income ETF position peaked at $350K in Q3 2023.
1,405 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

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