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

Symphony Financial Services’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	$201K	Buy	+3,572	New	+$204K	0.09%	106

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

Symphony Financial Services's JEPI Position: Q3 2026 in Review

Symphony Financial Services opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 3,572 shares worth $201K. The stake represents 0.09% of the portfolio and ranks #106 among its holdings.

1,269 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Symphony Financial Services held 3,572 shares of JPMorgan Equity Premium Income ETF worth $201K as of Q3 2026.
JPMorgan Equity Premium Income ETF was a new Symphony Financial Services position in Q3 2026.
JPMorgan Equity Premium Income ETF made up 0.09% of Symphony Financial Services's portfolio in Q3 2026, its #106 holding.
1,269 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Symphony Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.