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

Scheeler Financial LLC’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 Q3	$811K	Buy	+14,423	New	+$823K	0.61%	26

Other funds holding JEPI

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Scheeler Financial LLC's JEPI Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 14,423 shares worth $811K. The stake represents 0.61% of the portfolio and ranks #26 among its holdings.

97 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Scheeler Financial LLC held 14,423 shares of JPMorgan Equity Premium Income ETF worth $811K as of Q3 2026.
JPMorgan Equity Premium Income ETF was a new Scheeler Financial LLC position in Q3 2026.
JPMorgan Equity Premium Income ETF made up 0.61% of Scheeler Financial LLC's portfolio in Q3 2026, its #26 holding.
97 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.