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

Synergy Financial Group’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 		$357K Hold
6,315
– – 0.26% 74
2026
Q1 		$358K Buy
+6,315
New +$367K 0.27% 79

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Synergy Financial Group's JEPI Position: Q2 2026 in Review

Synergy Financial Group held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 6,315 shares worth $357K. The position accounts for 0.26% of the portfolio, ranked #74.

Synergy Financial Group first reported a position in JEPI in Q1 2026 and has held it in 2 quarters since. The position peaked at $358K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Synergy Financial Group held 6,315 shares of JPMorgan Equity Premium Income ETF worth $357K as of Q2 2026.
  • Synergy Financial Group left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.26% of Synergy Financial Group's portfolio in Q2 2026, its #74 holding.
  • Synergy Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Synergy Financial Group's JPMorgan Equity Premium Income ETF position peaked at $358K in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.