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 Q3	$11.2K	Hold	200	–	–	﹤0.01%	505
2026 Q2	$11.3K	Hold	200	–	–	﹤0.01%	482
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 $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SYM Financial Corp's JEPI Position: Q3 2026 in Review

SYM Financial Corp held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q3 2026 at 200 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

SYM Financial Corp first reported a position in JEPI in Q3 2023 and has held it in 13 quarters since. The position peaked at $350K in Q3 2023. 1,269 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

SYM Financial Corp held 200 shares of JPMorgan Equity Premium Income ETF worth $11.2K as of Q3 2026.
SYM Financial Corp left its JPMorgan Equity Premium Income ETF share count unchanged in Q3 2026.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q3 2026, its #505 holding.
SYM Financial Corp first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 13 quarters since.
SYM Financial Corp's JPMorgan Equity Premium Income ETF position peaked at $350K in Q3 2023.
1,269 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.