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

Synovus 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
2025
Q3 		$39.2M Buy
686,623
+36,348
+6% +$2.06M 0.45% 35
2025
Q2 		$37M Buy
650,275
+26,911
+4% +$1.49M 0.45% 34
2025
Q1 		$35.6M Buy
623,364
+85,938
+16% +$5.01M 0.46% 34
2024
Q4 		$30.9M Sell
537,426
-42,127
-7% -$2.5M 0.39% 36
2024
Q3 		$34.5M Buy
579,553
+117,335
+25% +$6.75M 0.4% 38
2024
Q2 		$26.2M Buy
462,218
+9,046
+2% +$512K 0.35% 41
2024
Q1 		$26.2M Buy
453,172
+49,963
+12% +$2.81M 0.34% 42
2023
Q4 		$22.2M Buy
403,209
+58,947
+17% +$3.18M 0.31% 42
2023
Q3 		$18.4M Sell
344,262
-57,438
-14% -$3.17M 0.21% 77
2023
Q2 		$22.2M Buy
401,700
+58,902
+17% +$3.22M 0.24% 70
2023
Q1 		$18.7M Buy
342,798
+36,233
+12% +$1.97M 0.21% 79
2022
Q4 		$16.7M Buy
306,565
+49,143
+19% +$2.67M 0.19% 87
2022
Q3 		$13.2M Buy
257,422
+52,968
+26% +$2.95M 0.16% 97
2022
Q2 		$11.3M Buy
204,454
+192,828
+1,659% +$11.2M 0.13% 110
2022
Q1 		$714K Buy
+11,626
New +$704K 0.01% 508

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Synovus Financial's JEPI Position: Q3 2025 in Review

Synovus Financial increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.6% in Q3 2025, buying an estimated $2.06M and bringing the position to 686,623 shares worth $39.2M. The position accounts for 0.45% of the portfolio, ranked #35.

Synovus Financial first reported a position in JEPI in Q1 2022 and has held it in 15 quarters since. 1,292 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

  • Synovus Financial held 686,623 shares of JPMorgan Equity Premium Income ETF worth $39.2M as of Q3 2025.
  • Synovus Financial bought 36,348 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $2.06M.
  • JPMorgan Equity Premium Income ETF made up 0.45% of Synovus Financial's portfolio in Q3 2025, its #35 holding.
  • Synovus Financial first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and has held it in 15 quarters since.
  • 1,292 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.