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

Tompkins 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
2026 Q2	$2.54M	Buy	44,958 +11,297	+34%	+$638K	0.18%	76
2026 Q1	$1.91M	Buy	33,661 +25,353	+305%	+$1.47M	0.15%	76
2025 Q4	$476K	Buy	8,308 +65	+0.8%	+$3.71K	0.04%	130
2025 Q3	$471K	Buy	8,243 +328	+4%	+$18.6K	0.04%	129
2025 Q2	$450K	Buy	7,915 +1,827	+30%	+$101K	0.04%	126
2025 Q1	$348K	Hold	6,088	–	–	0.03%	140
2024 Q4	$350K	Buy	+6,088	New	+$361K	0.03%	141

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tompkins Financial's JEPI Position: Q2 2026 in Review

Tompkins Financial increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 34% in Q2 2026, buying an estimated $638K and bringing the position to 44,958 shares worth $2.54M. The position accounts for 0.18% of the portfolio, ranked #76.

Tompkins Financial first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Tompkins Financial held 44,958 shares of JPMorgan Equity Premium Income ETF worth $2.54M as of Q2 2026.
Tompkins Financial bought 11,297 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $638K.
JPMorgan Equity Premium Income ETF made up 0.18% of Tompkins Financial's portfolio in Q2 2026, its #76 holding.
Tompkins Financial first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.