Zions Bancorporation, National Association’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Zions Bancorporation, National Association’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	–	Sell	-550	Closed	-$31.2K	–	1678
2026 Q1	$31.2K	Sell	550 -12,000	-96%	-$698K	﹤0.01%	630
2025 Q4	$718K	Buy	12,550 +550	+5%	+$31.4K	0.03%	279
2025 Q3	$685K	Sell	12,000 -3,000	-20%	-$170K	0.03%	259
2025 Q2	$853K	Hold	15,000	–	–	0.05%	235
2025 Q1	$857K	Buy	+15,000	New	+$874K	0.05%	227

Other funds holding JEPI

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Zions Bancorporation, National Association's JEPI Position: Q2 2026 in Review

Zions Bancorporation, National Association sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 550 shares — an estimated $31.2K sold.

Zions Bancorporation, National Association first reported a position in JEPI in Q1 2025 and held it in 5 quarters. The position peaked at $857K in Q1 2025. 976 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Zions Bancorporation, National Association reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Zions Bancorporation, National Association sold 550 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $31.2K.
Zions Bancorporation, National Association first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and held it in 5 quarters.
Zions Bancorporation, National Association's JPMorgan Equity Premium Income ETF position peaked at $857K in Q1 2025.
976 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.