West Bancorporation’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

West Bancorporation’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	$234K	Sell	4,150 -7,800	-65%	-$441K	0.1%	83
2026 Q1	$677K	Sell	11,950 -350	-3%	-$20.4K	0.34%	44
2025 Q4	$704K	Sell	12,300 -350	-3%	-$20K	0.37%	44
2025 Q3	$722K	Buy	12,650 +875	+7%	+$49.7K	0.4%	40
2025 Q2	$669K	Sell	11,775 -1,710	-13%	-$94.7K	0.42%	37
2025 Q1	$771K	Sell	13,485 -240	-2%	-$14K	0.52%	33
2024 Q4	$790K	Hold	13,725	–	–	0.52%	32
2024 Q3	$817K	Buy	+13,725	New	+$790K	0.54%	33

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

West Bancorporation's JEPI Position: Q2 2026 in Review

West Bancorporation reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 65% in Q2 2026, selling an estimated $441K and leaving 4,150 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #83.

West Bancorporation first reported a position in JEPI in Q3 2024 and has held it in 8 quarters since. The position peaked at $817K in Q3 2024. 734 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

West Bancorporation held 4,150 shares of JPMorgan Equity Premium Income ETF worth $234K as of Q2 2026.
West Bancorporation sold 7,800 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $441K.
JPMorgan Equity Premium Income ETF made up 0.1% of West Bancorporation's portfolio in Q2 2026, its #83 holding.
West Bancorporation first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
West Bancorporation's JPMorgan Equity Premium Income ETF position peaked at $817K in Q3 2024.
734 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on West Bancorporation's 13F filing for Q2 2026, filed 23 Jul 2026.