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

Zions 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
2024
Q4 		$863K Buy
+15,000
New +$891K 0.05% 231
2022
Q2 		– Sell
-1,728
Closed -$106K – 1114
2022
Q1 		$106K Buy
+1,728
New +$105K 0.01% 409

Other funds holding JEPI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Zions Bancorporation's JEPI Position: Q4 2024 in Review

Zions Bancorporation opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q4 2024: 15,000 shares worth $863K. The stake represents 0.05% of the portfolio and ranks #231 among its holdings. This is a return to the name: Zions Bancorporation previously reported a position in JEPI as recently as Q1 2022.

Zions Bancorporation first reported a position in JEPI in Q1 2022 and has held it in 2 quarters since. 1,254 funds tracked by Wall St. Rank hold JEPI as of Q4 2024.

  • Zions Bancorporation held 15,000 shares of JPMorgan Equity Premium Income ETF worth $863K as of Q4 2024.
  • JPMorgan Equity Premium Income ETF was a new Zions Bancorporation position in Q4 2024.
  • JPMorgan Equity Premium Income ETF made up 0.05% of Zions Bancorporation's portfolio in Q4 2024, its #231 holding.
  • Zions Bancorporation first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and has held it in 2 quarters since.
  • 1,254 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.