Thomasville National Bank’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Thomasville National Bank’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	$5.47M	Buy	+96,826	New	+$5.47M	0.3%	56
2025 Q4	$5.15M	Buy	89,917 +3,632	+4%	+$207K	0.32%	54
2025 Q3	$4.93M	Buy	86,285 +224	+0.3%	+$12.7K	0.31%	52
2025 Q2	$4.89M	Sell	86,061 -17,680	-17%	-$979K	0.33%	51
2025 Q1	$5.93M	Buy	103,741 +897	+0.9%	+$52.3K	0.43%	48
2024 Q4	$5.92M	Buy	102,844 +6,170	+6%	+$366K	0.43%	44
2024 Q3	$5.75M	Buy	96,674 +2,367	+3%	+$136K	0.43%	47
2024 Q2	$5.35M	Buy	94,307 +5,002	+6%	+$283K	0.43%	44
2024 Q1	$5.17M	Buy	89,305 +9,280	+12%	+$523K	0.43%	47
2023 Q4	$4.4M	Buy	80,025 +945	+1%	+$51K	0.39%	47
2023 Q3	$4.24M	Buy	79,080 +1,667	+2%	+$91.9K	0.42%	47
2023 Q2	$4.28M	Buy	77,413 +9,896	+15%	+$540K	0.41%	47
2023 Q1	$3.69M	Buy	+67,517	New	+$3.66M	0.38%	55

Other funds holding JEPI

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Thomasville National Bank's JEPI Position: Q2 2026 in Review

Thomasville National Bank opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 96,826 shares worth $5.47M. The stake represents 0.3% of the portfolio and ranks #56 among its holdings. This is a return to the name: Thomasville National Bank previously reported a position in JEPI as recently as Q4 2025.

Thomasville National Bank first reported a position in JEPI in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.93M in Q1 2025. 734 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Thomasville National Bank held 96,826 shares of JPMorgan Equity Premium Income ETF worth $5.47M as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Thomasville National Bank position in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.3% of Thomasville National Bank's portfolio in Q2 2026, its #56 holding.
Thomasville National Bank first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
Thomasville National Bank's JPMorgan Equity Premium Income ETF position peaked at $5.93M in Q1 2025.
734 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Thomasville National Bank's 13F filing for Q2 2026, filed 20 Jul 2026.